AF
Apollon Financial Portfolio holdings
AUM
$479M
This Quarter Return
+7.47%
1 Year Return
+15.87%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$309M
AUM Growth
+$309M
(+6.8%)
Cap. Flow
+$25.2M
Cap. Flow
% of AUM
8.16%
Top 10 Holdings %
Top 10 Hldgs %
42.93%
Holding
154
New
4
Increased
62
Reduced
45
Closed
12
Top Buys
| 1 |
Avantis US Large Cap Value ETF
AVLV
|
$2.04M |
| 2 |
Dimensional International Core Equity Market ETF
DFAI
|
$1.63M |
| 3 |
PIMCO Commodity Strategy Active Exchange-Traded Fund
CMDT
|
$1.59M |
| 4 |
PGIM Total Return Bond ETF
PTRB
|
$603K |
| 5 |
NVIDIA
NVDA
|
$481K |
Top Sells
Sector Composition
| 1 | Technology | 18.93% |
| 2 | Communication Services | 7.05% |
| 3 | Consumer Discretionary | 4.52% |
| 4 | Financials | 2.49% |
| 5 | Consumer Staples | 1.32% |
