AF
Apollon Financial Portfolio holdings
AUM
$601M
1-Year Est. Return
21.4%
1 Year Est. Return
+21.4%
AUM
$601M
AUM Growth
+$122M
(+26%)
Holding
226
Top Buys
| 1 | +$19.6M | |
| 2 | +$6.58M | |
| 3 | +$6.46M | |
| 4 |
iShares Core MSCI EAFE ETF
IEFA
|
+$5.82M |
| 5 |
Apple
AAPL
|
+$3.87M |
Top Sells
| 1 | +$882K | |
| 2 | +$573K | |
| 3 | +$416K | |
| 4 |
Bank of America Series L
BAC.PRL
|
+$402K |
| 5 |
Global X US Preferred ETF
PFFD
|
+$305K |
Sector Composition
| 1 | Technology | 14.66% |
| 2 | Communication Services | 5.45% |
| 3 | Consumer Discretionary | 3.56% |
| 4 | Financials | 2.25% |
| 5 | Utilities | 2.12% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
226
Abbott
ABT
$224B
| – | – |
-1,531
|
|