AF
Apollon Financial Portfolio holdings
AUM
$479M
This Quarter Return
+12.46%
1 Year Return
+15.87%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$479M
AUM Growth
+$479M
(+13%)
Cap. Flow
+$8.96M
Cap. Flow
% of AUM
1.87%
Top 10 Holdings %
Top 10 Hldgs %
33.23%
Holding
215
New
15
Increased
102
Reduced
71
Closed
4
Top Buys
Top Sells
| 1 |
Dimensional US Equity ETF
DFUS
|
$1.52M |
| 2 |
ProShares S&P 500 Dividend Aristocrats ETF
NOBL
|
$1.38M |
| 3 |
SPDR Portfolio S&P 500 Growth ETF
SPYG
|
$1.23M |
| 4 |
iShares National Muni Bond ETF
MUB
|
$929K |
| 5 |
Apple
AAPL
|
$900K |
Sector Composition
| 1 | Technology | 15.01% |
| 2 | Communication Services | 5.07% |
| 3 | Consumer Discretionary | 3.75% |
| 4 | Financials | 2.6% |
| 5 | Utilities | 2.48% |
