AC

Apogem Capital Portfolio holdings

AUM $303K
1-Year Est. Return 45.79%
This Quarter Est. Return
1 Year Est. Return
-45.79%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$143M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
155
New
Increased
Reduced
Closed

Top Buys

1 +$4.3M
2 +$3.57M
3 +$3.55M
4
FI icon
Fiserv
FI
+$3.49M
5
TWLO icon
Twilio
TWLO
+$3.14M

Top Sells

No sells this quarter

Sector Composition

1 Technology 26.92%
2 Financials 16.59%
3 Industrials 13.56%
4 Consumer Discretionary 11.71%
5 Healthcare 10.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
151
$43K 0.03%
+13,904
152
0
153
0
154
0
155
0