AC

Apogem Capital Portfolio holdings

AUM $303K
1-Year Est. Return 46.01%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
-46.01%
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 +$4.85M
2 +$3.31M
3 +$3.05M
4
TWLO icon
Twilio
TWLO
+$2.9M
5
IMXI icon
International Money Express
IMXI
+$2.87M

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