AF
Apexium Financial Portfolio holdings
AUM
$2.06B
1-Year Est. Return
15.96%
1 Year Est. Return
+15.96%
AUM
$1.88B
AUM Growth
+$208M
(+12%)
Holding
288
Top Buys
| 1 | +$16.2M | |
| 2 | +$4.81M | |
| 3 | +$4.56M | |
| 4 |
Strategic Trust Running Oak Efficient Growth ETF
RUNN
|
+$4.42M |
| 5 |
Vanguard Short-Term Bond ETF
BSV
|
+$4.34M |
Top Sells
| 1 | +$2.79M | |
| 2 | +$2.6M | |
| 3 | +$2.58M | |
| 4 |
Vanguard S&P 500 ETF
VOO
|
+$1.81M |
| 5 |
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
|
+$1.18M |
Sector Composition
| 1 | Technology | 6.6% |
| 2 | Communication Services | 2.22% |
| 3 | Financials | 2.14% |
| 4 | Consumer Discretionary | 0.85% |
| 5 | Healthcare | 0.72% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
276
Uranium Energy
UEC
$5.7B
| $68K | ﹤0.01% |
10,000
|
|
||
277
IRIDEX
IRIX
$16.2M
| $58K | ﹤0.01% |
65,695
|
|
||
278
AdvisorShares Pure US Cannabis ETF
MSOS
$706M
| $28.3K | ﹤0.01% |
11,740
|
|
||
279
Dow Inc
DOW
$16.9B
| – | – |
-6,146
|
|
||
280
American Electric Power
AEP
$63.9B
| – | – |
-1,891
|
|
||
281
Chipotle Mexican Grill
CMG
$45.3B
| – | – |
-4,222
|
|
||
282
International Paper
IP
$20.1B
| – | – |
-4,112
|
|
||
283
Companhia Siderúrgica Nacional
SID
$2.1B
| – | – |
-17,781
|
|
||
284
STMicroelectronics
STM
$20.9B
| – | – |
-17,050
|
|
||
285
T-Mobile US
TMUS
$233B
| – | – |
-758
|
|
||
286
iShares MSCI USA Value Factor ETF
VLUE
$8.73B
| – | – |
-2,737
|
|
||
287
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
$16.6B
| – | – |
-8,364
|
|
||
288
WisdomTree Artificial Intelligence and Innovation Fund
WTAI
$493M
| – | – |
-10,666
|
|