AWAM

Appian Way Asset Management Portfolio holdings

AUM $460M
1-Year Est. Return 1.95%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+1.95%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$193M
AUM Growth
+$1.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
84
New
Increased
Reduced
Closed

Top Buys

1
+$16M
2
+$9.97M
3
+$9.83M
4
FBIN icon
Fortune Brands Innovations
FBIN
+$9.67M
5
LYB icon
LyondellBasell Industries
LYB
+$8.55M

Top Sells

1
+$10.6M
2
+$7.7M
3
+$6.25M
4
MTZ icon
MasTec
MTZ
+$6.08M
5
MAS icon
Masco
MAS
+$5.65M

Sector Composition

1 Consumer Discretionary 32.44%
2 Industrials 31.46%
3 Materials 29.15%
4 Technology 3.98%
5 Communication Services 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
– –
-183,029
77
– –
-16,247
78
– –
-17,959
79
– –
-23,061
80
– –
-10,700
81
– –
-2,500
82
– –
-145,205
83
– –
-9,564
84
– –
-28,177
1 2 3
4