AFCM

Applied Finance Capital Management Portfolio holdings

AUM $1.46B
1-Year Est. Return 17.48%
This Quarter Est. Return
1 Year Est. Return
+17.48%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.16B
AUM Growth
+$740M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
293
New
Increased
Reduced
Closed

Top Buys

1
+$46.1M
2
+$28M
3
+$26.7M
4
NVDA icon
NVIDIA
NVDA
+$25.4M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$25M

Top Sells

No sells this quarter

Sector Composition

1 Technology 31.36%
2 Healthcare 13.31%
3 Financials 12.63%
4 Communication Services 9.85%
5 Industrials 9.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$389K 0.02%
+13,583
227
$387K 0.02%
+3,885
228
$386K 0.02%
+5,167
229
$384K 0.02%
+2,768
230
$383K 0.02%
+13,475
231
$382K 0.02%
+11,121
232
$376K 0.02%
+8,326
233
$374K 0.02%
+7,683
234
$369K 0.02%
+1,411
235
$349K 0.02%
+5,230
236
$348K 0.02%
+1,092
237
$346K 0.02%
+1,994
238
$345K 0.02%
+4,504
239
$340K 0.02%
+12,892
240
$339K 0.02%
+2,042
241
$330K 0.02%
+3,029
242
$326K 0.02%
+16,777
243
$324K 0.02%
+5,884
244
$322K 0.01%
+16,316
245
$321K 0.01%
+8,814
246
$316K 0.01%
+1,412
247
$314K 0.01%
+2,706
248
$312K 0.01%
+1,522
249
$311K 0.01%
+2,337
250
$310K 0.01%
+2,621
8 9
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