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
$109M
AUM Growth
-$35.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
209
New
Increased
Reduced
Closed

Top Buys

1
+$4.41M
2
+$2.62M
3
+$1.63M
4
BXC icon
BlueLinx
BXC
+$1.32M
5
EEFT icon
Euronet Worldwide
EEFT
+$1.25M

Top Sells

1
+$4.78M
2
+$1.36M
3
+$1.27M
4
SPTN
SpartanNash
SPTN
+$1.16M
5
NWG icon
NatWest
NWG
+$1.07M

Sector Composition

1 Industrials 20.63%
2 Technology 20.48%
3 Consumer Discretionary 14.73%
4 Materials 12.15%
5 Healthcare 10.41%
Name Market Value Portfolio Weight Shares or Principal Change
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