AFS

Annapolis Financial Services Portfolio holdings

AUM $338M
1-Year Est. Return 23.49%
This Quarter Est. Return
1 Year Est. Return
+23.49%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$309M
AUM Growth
+$4.98M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
372
New
Increased
Reduced
Closed

Top Buys

1 +$2.9M
2 +$2.07M
3 +$1.94M
4
AVEM icon
Avantis Emerging Markets Equity ETF
AVEM
+$1.02M
5
VO icon
Vanguard Mid-Cap ETF
VO
+$997K

Sector Composition

1 Financials 1.19%
2 Technology 1.06%
3 Communication Services 0.75%
4 Consumer Discretionary 0.51%
5 Healthcare 0.4%