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
$425M
AUM Growth
+$21.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
210
New
Increased
Reduced
Closed

Top Buys

1
+$8.27M
2
+$5.05M
3
+$3.7M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$3.24M
5
VXF icon
Vanguard Extended Market ETF
VXF
+$2.92M

Top Sells

1
+$2.04M
2
+$1.39M
3
+$1.29M
4
SCHH icon
Schwab US REIT ETF
SCHH
+$1.26M
5
NOBL icon
ProShares S&P 500 Dividend Aristocrats ETF
NOBL
+$1.21M

Sector Composition

1 Technology 13.1%
2 Communication Services 4.9%
3 Consumer Discretionary 3.67%
4 Financials 2.89%
5 Utilities 2.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.33M 0.55%
66,376
-183
52
$2.14M 0.5%
42,870
+8,362
53
$2.1M 0.49%
17,184
+1,542
54
$2.02M 0.48%
18,569
-194
55
$2.01M 0.47%
+50,765
56
$2M 0.47%
1,622
57
$1.96M 0.46%
7,982
+889
58
$1.93M 0.45%
26,929
+2,162
59
$1.82M 0.43%
34,130
-500
60
$1.74M 0.41%
39,051
-3,190
61
$1.71M 0.4%
11,700
-657
62
$1.7M 0.4%
102,914
+8,131
63
$1.64M 0.39%
15,049
-260
64
$1.64M 0.39%
27,214
+720
65
$1.62M 0.38%
84,833
-1,400
66
$1.6M 0.38%
6,450
-388
67
$1.58M 0.37%
13,294
-1,229
68
$1.51M 0.35%
50,804
+10,646
69
$1.5M 0.35%
29,417
+1,193
70
$1.48M 0.35%
11,296
-419
71
$1.47M 0.35%
+55,703
72
$1.38M 0.32%
33,054
+997
73
$1.38M 0.32%
21,859
-333
74
$1.37M 0.32%
+22,109
75
$1.33M 0.31%
1,614
+37
1 2
3
4 5