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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
$72M
AUM Growth
+$36.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3
New
Increased
Reduced
Closed

Top Buys

1 +$12.3M
2 +$237K

Top Sells

1 +$1.11M

Sector Composition

1 Consumer Discretionary 82.42%
2 Financials 0.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$59.4M 82.42%
1,009,176
+4,035
2
$12.3M 17%
+1,000,000
3
$418K 0.58%
61,077
-162,128