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
$113M
AUM Growth
+$38.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
5
New
Increased
Reduced
Closed

Top Buys

No buys this quarter

Top Sells

1 +$363K

Sector Composition

1 Financials 65.22%
2 Technology 25.49%
3 Healthcare 9.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$74M 65.22%
7,048,097
2
$28.4M 25%
690,186
3
$10.5M 9.29%
454,856
4
$554K 0.49%
6,947
5
-4,070