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
251
$304K 0.01%
+10,743
252
$303K 0.01%
+28,530
253
$301K 0.01%
+15,357
254
$299K 0.01%
+10,281
255
$298K 0.01%
+3,121
256
$293K 0.01%
+3,566
257
$291K 0.01%
+756
258
$289K 0.01%
+3,434
259
$288K 0.01%
+6,258
260
$286K 0.01%
+2,479
261
$285K 0.01%
+4,620
262
$285K 0.01%
+1,355
263
$282K 0.01%
+1,246
264
$280K 0.01%
+2,568
265
$275K 0.01%
+3,133
266
$269K 0.01%
+1,090
267
$265K 0.01%
+5,206
268
$257K 0.01%
+1,245
269
$250K 0.01%
+1,791
270
$248K 0.01%
+3,590
271
$245K 0.01%
+1,644
272
$243K 0.01%
+3,321
273
$241K 0.01%
+8,184
274
$240K 0.01%
+3,636
275
$239K 0.01%
+4,490
8 9 10
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