A

Apoletto Portfolio holdings

AUM $260M
1-Year Est. Return 30.54%
This Quarter Est. Return
1 Year Est. Return
-30.54%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$75.2M
AUM Growth
+$5.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
5
New
Increased
Reduced
Closed

Top Buys

1 +$12.7M
2 +$10.5M
3 +$497K
4
TWLO icon
Twilio
TWLO
+$363K

Top Sells

No sells this quarter

Sector Composition

1 Financials 67.96%
2 Technology 18.07%
3 Healthcare 13.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$51.1M 67.96%
7,048,097
2
$12.7M 16.93%
+690,186
3
$10.5M 13.97%
+454,856
4
$497K 0.66%
+6,947
5
$363K 0.48%
+4,070