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
176
$272K 0.06%
2,716
+284
177
$263K 0.06%
1,043
-150
178
$259K 0.06%
+7,102
179
$257K 0.06%
590
+13
180
$256K 0.06%
+488
181
$254K 0.06%
1,260
+14
182
$251K 0.06%
5,679
+1,000
183
$250K 0.06%
1,921
184
$248K 0.06%
+1,302
185
$243K 0.06%
979
+53
186
$238K 0.06%
6,302
-735
187
$236K 0.06%
+1,865
188
$236K 0.06%
+1,776
189
$224K 0.05%
+5,720
190
$220K 0.05%
1,570
+77
191
$219K 0.05%
+3,600
192
$215K 0.05%
482
+19
193
$215K 0.05%
+4,745
194
$213K 0.05%
+2,969
195
$211K 0.05%
481
+10
196
$210K 0.05%
11,315
+315
197
$206K 0.05%
+1,376
198
$206K 0.05%
4,563
-1,044
199
$201K 0.05%
4,458
200
$201K 0.05%
1,954
-1,302
5 6 7
8
9