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
$479M
AUM Growth
+$53.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
215
New
Increased
Reduced
Closed

Top Sells

1 +$1.52M
2 +$1.38M
3 +$1.23M
4
MUB icon
iShares National Muni Bond ETF
MUB
+$929K
5
AAPL icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
EVRG icon
176
Evergy
EVRG
$17.2B
$328K 0.07%
4,764
+47
QGRO icon
177
American Century US Quality Growth ETF
QGRO
$2.12B
$324K 0.07%
2,965
PG icon
178
Procter & Gamble
PG
$341B
$321K 0.07%
2,015
-3
WPC icon
179
W.P. Carey
WPC
$14.6B
$310K 0.06%
4,964
+54
VST icon
180
Vistra
VST
$58.5B
$299K 0.06%
+1,545
PDP icon
181
Invesco Dorsey Wright Momentum ETF
PDP
$1.3B
$295K 0.06%
2,716
VFH icon
182
Vanguard Financials ETF
VFH
$12.9B
$294K 0.06%
2,312
AMD icon
183
Advanced Micro Devices
AMD
$350B
$294K 0.06%
2,071
+117
IBM icon
184
IBM
IBM
$282B
$291K 0.06%
986
+7
SPDW icon
185
SPDR Portfolio Developed World ex-US ETF
SPDW
$32.6B
$282K 0.06%
6,974
-128
AMGN icon
186
Amgen
AMGN
$182B
$275K 0.06%
986
-9
IYJ icon
187
iShares US Industrials ETF
IYJ
$1.65B
$273K 0.06%
1,921
CRWD icon
188
CrowdStrike
CRWD
$130B
$270K 0.06%
+530
IJT icon
189
iShares S&P Small-Cap 600 Growth ETF
IJT
$6.35B
$266K 0.06%
2,000
-250
VBK icon
190
Vanguard Small-Cap Growth ETF
VBK
$20.6B
$256K 0.05%
923
-120
IVE icon
191
iShares S&P 500 Value ETF
IVE
$47.2B
$254K 0.05%
1,302
ITRM icon
192
Iterum Therapeutics
ITRM
$21.9M
$249K 0.05%
250,250
MRK icon
193
Merck
MRK
$251B
$245K 0.05%
3,097
+29
PAVE icon
194
Global X US Infrastructure Development ETF
PAVE
$9.69B
$243K 0.05%
5,577
-725
ABBV icon
195
AbbVie
ABBV
$397B
$235K 0.05%
1,267
-54
ELV icon
196
Elevance Health
ELV
$73.5B
$230K 0.05%
591
+1
IEMG icon
197
iShares Core MSCI Emerging Markets ETF
IEMG
$117B
$223K 0.05%
+3,717
FXL icon
198
First Trust Technology AlphaDEX Fund
FXL
$1.43B
$222K 0.05%
+1,411
IFRA icon
199
iShares US Infrastructure ETF
IFRA
$3.12B
$219K 0.05%
4,458
CRWV
200
CoreWeave Inc
CRWV
$37.9B
$219K 0.05%
+1,342