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
$254M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
139
New
Increased
Reduced
Closed

Top Buys

1
+$12M
2
+$11.3M
3
+$10.3M
4
NVDA icon
NVIDIA
NVDA
+$10M
5
SPLG icon
SPDR Portfolio S&P 500 ETF
SPLG
+$10M

Top Sells

No sells this quarter

Sector Composition

1 Technology 14.53%
2 Communication Services 6.46%
3 Consumer Discretionary 4.61%
4 Financials 2.05%
5 Consumer Staples 0.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.04M 0.41%
+27,744
52
$1.03M 0.41%
+19,071
53
$1M 0.39%
+6,701
54
$990K 0.39%
+47,826
55
$978K 0.39%
+11,667
56
$938K 0.37%
+8,003
57
$938K 0.37%
+16,631
58
$935K 0.37%
+3,869
59
$883K 0.35%
+8,828
60
$863K 0.34%
+8,464
61
$833K 0.33%
+14,845
62
$794K 0.31%
+14,746
63
$782K 0.31%
+14,110
64
$758K 0.3%
+9,345
65
$736K 0.29%
+20,796
66
$733K 0.29%
+10,627
67
$727K 0.29%
+4,274
68
$720K 0.28%
+6,451
69
$715K 0.28%
+6,272
70
$713K 0.28%
+1,633
71
$674K 0.27%
+2,563
72
$667K 0.26%
+2,144
73
$655K 0.26%
+13,451
74
$646K 0.25%
+20,714
75
$607K 0.24%
+23,687
1 2
3
4 5