AC

Aperimus Capital Portfolio holdings

AUM $62.2M
1-Year Est. Return 47.35%
This Quarter Est. Return
1 Year Est. Return
+47.35%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$160M
AUM Growth
-$4.71M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4
New
Increased
Reduced
Closed

Top Buys

No buys this quarter

Top Sells

1 +$1.6M
2 +$1.11M
3 +$304K
4
MDY icon
SPDR S&P MidCap 400 ETF Trust
MDY
+$137K

Sector Composition

1 Consumer Discretionary 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$53.6M 33.53%
156,958
-400
2
$53.4M 33.37%
351,572
-2,000
3
$53M 33.1%
201,231
-4,200
4
-83,800