AFS
Annapolis Financial Services Portfolio holdings
AUM
$338M
This Quarter Return
+8.75%
1 Year Return
+23.49%
3 Year Return
+15%
5 Year Return
–
10 Year Return
–
AUM
$309M
AUM Growth
+$36.1M
(+13%)
Cap. Flow
+$13.9M
Cap. Flow
% of AUM
4.5%
Top 10 Holdings %
Top 10 Hldgs %
38.37%
Holding
556
New
21
Increased
52
Reduced
156
Closed
122
Top Buys
Top Sells
Sector Composition
| 1 | Financials | 2.21% |
| 2 | Technology | 1.38% |
| 3 | Healthcare | 1.05% |
| 4 | Consumer Discretionary | 0.83% |
| 5 | Communication Services | 0.71% |