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
51
$1.51M 0.44%
28,505
+1,369
52
$1.46M 0.43%
13,070
-630
53
$1.33M 0.39%
1,503
+293
54
$1.32M 0.39%
12,188
+61
55
$1.31M 0.38%
19,440
-594
56
$1.31M 0.38%
22,060
+7,002
57
$1.25M 0.37%
27,622
-169
58
$1.21M 0.36%
52,246
-1,381
59
$1.18M 0.35%
10,061
+967
60
$1.16M 0.34%
12,081
+153
61
$1.16M 0.34%
11,420
+75
62
$1.14M 0.34%
38,158
+24,714
63
$1.11M 0.33%
8,172
+1,199
64
$1.08M 0.32%
10,596
+4,192
65
$1.07M 0.31%
24,878
+2,728
66
$1.06M 0.31%
19,967
-24,818
67
$1.03M 0.3%
4,906
+82
68
$1.03M 0.3%
5,432
+2,212
69
$1.03M 0.3%
7,623
+20
70
$985K 0.29%
45,662
-3,368
71
$970K 0.29%
11,049
+11
72
$964K 0.28%
+14,557
73
$928K 0.27%
7,890
-200
74
$906K 0.27%
1,717
+6
75
$850K 0.25%
6,630
+9
1 2
3
4 5