AF

Apexium Financial Portfolio holdings

AUM $2.06B
1-Year Est. Return 15.96%
This Quarter Est. Return
1 Year Est. Return
+15.96%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.13B
AUM Growth
+$110M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
226
New
Increased
Reduced
Closed

Top Buys

1 +$7.5M
2 +$2.24M
3 +$1.89M
4
MOAT icon
VanEck Morningstar Wide Moat ETF
MOAT
+$1.68M
5
CSM icon
ProShares Large Cap Core Plus
CSM
+$1.6M

Top Sells

1 +$1.64M
2 +$913K
3 +$749K
4
AAPL icon
Apple
AAPL
+$653K
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$606K

Sector Composition

1 Technology 5.76%
2 Financials 1.91%
3 Communication Services 0.91%
4 Healthcare 0.91%
5 Consumer Discretionary 0.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
226
-6,411