AF
Apexium Financial Portfolio holdings
AUM
$1.88B
1-Year Est. Return
13.34%
1 Year Est. Return
+13.34%
AUM
$1.68B
AUM Growth
+$29.3M
(+1.8%)
Holding
287
Top Buys
| 1 | +$9.91M | |
| 2 | +$7.93M | |
| 3 | +$7.72M | |
| 4 |
iShares Core S&P 500 ETF
IVV
|
+$7.17M |
| 5 |
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
|
+$6.98M |
Top Sells
| 1 | +$2.28M | |
| 2 | +$831K | |
| 3 | +$726K | |
| 4 |
Wells Fargo
WFC
|
+$644K |
| 5 |
NVIDIA
NVDA
|
+$525K |
Sector Composition
| 1 | Technology | 6.45% |
| 2 | Financials | 2.41% |
| 3 | Communication Services | 1.98% |
| 4 | Healthcare | 0.96% |
| 5 | Consumer Discretionary | 0.88% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
276
Uranium Energy
UEC
$7.18B
| $47.8K | ﹤0.01% |
10,000
|
|
||
277
AdvisorShares Pure US Cannabis ETF
MSOS
$846M
| $30.6K | ﹤0.01% |
11,740
|
|
||
278
Companhia Siderúrgica Nacional
SID
$2.12B
| $29.7K | ﹤0.01% |
17,781
|
|
||
279
Cable One
CABO
$923M
| – | – |
-745
|
|
||
280
Cognizant
CTSH
$32.3B
| – | – |
-2,696
|
|
||
281
Deckers Outdoor
DECK
$14.8B
| – | – |
-1,080
|
|
||
282
Fidelity MSCI Consumer Staples Index ETF
FSTA
$1.33B
| – | – |
-4,426
|
|
||
283
iShares MSCI Intl Quality Factor ETF
IQLT
$13.3B
| – | – |
-8,079
|
|
||
284
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
$31.3B
| – | – |
-2,360
|
|
||
285
Nuveen AMT-Free Quality Municipal Income Fund
NEA
$3.39B
| – | – |
-11,805
|
|
||
286
TriMas Corp
TRS
$1.5B
| – | – |
-8,500
|
|
||
287
Reddit
RDDT
$36.5B
| – | – |
-1,302
|
|