AF

Apollon Financial Portfolio holdings

AUM $601M
1-Year Est. Return 21.4%
This Quarter Est. Return
1 Year Est. Return
+21.4%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$340M
AUM Growth
+$30.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
167
New
Increased
Reduced
Closed

Top Buys

1
+$2.65M
2
+$2.63M
3
+$1.68M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$1.68M
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$1.34M

Top Sells

1
+$1.32M
2
+$976K
3
+$633K
4
SPLG icon
SPDR Portfolio S&P 500 ETF
SPLG
+$473K
5
IHI icon
iShares US Medical Devices ETF
IHI
+$272K

Sector Composition

1 Technology 17.62%
2 Communication Services 5.95%
3 Consumer Discretionary 4.04%
4 Financials 2.62%
5 Consumer Staples 1.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.98M 0.88%
6,096
+25
27
$2.94M 0.86%
5,007
-33
28
$2.79M 0.82%
33,573
+2,380
29
$2.78M 0.82%
30,800
30
$2.65M 0.78%
+53,310
31
$2.63M 0.77%
+104,894
32
$2.61M 0.77%
17,449
-50
33
$2.56M 0.75%
11,706
+62
34
$2.45M 0.72%
42,284
+3,112
35
$2.43M 0.71%
31,074
+386
36
$2.25M 0.66%
36,050
+21,423
37
$2.08M 0.61%
82,790
+2,822
38
$2.07M 0.61%
13,449
+944
39
$2.02M 0.59%
55,921
+2,866
40
$1.96M 0.58%
15,642
+37
41
$1.96M 0.58%
3,413
+2,925
42
$1.95M 0.57%
42,964
-4,489
43
$1.86M 0.55%
34,380
+1,890
44
$1.77M 0.52%
55,774
+862
45
$1.77M 0.52%
6,813
+3
46
$1.63M 0.48%
60,961
+2,559
47
$1.61M 0.47%
23,516
-493
48
$1.57M 0.46%
10,331
-139
49
$1.52M 0.45%
23,560
+284
50
$1.52M 0.45%
90,852
-269
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2
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