AFCM

Applied Finance Capital Management Portfolio holdings

AUM $1.4B
1-Year Est. Return 22.92%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+22.92%
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
+$40.8M
2
+$25.2M
3
+$24.4M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$23.1M
5
INTC icon
Intel
INTC
+$21.8M

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
276
$236K 0.01%
+1,421
277
$234K 0.01%
+5,462
278
$232K 0.01%
+13,215
279
$232K 0.01%
+4,537
280
$232K 0.01%
+5,834
281
$226K 0.01%
+7,440
282
$225K 0.01%
+3,280
283
$223K 0.01%
+7,724
284
$219K 0.01%
+2,781
285
$218K 0.01%
+1,527
286
$217K 0.01%
+14,092
287
$216K 0.01%
+5,715
288
$211K 0.01%
+1,447
289
$207K 0.01%
+1,916
290
$205K 0.01%
+13,017
291
$204K 0.01%
+4,173
292
$203K 0.01%
+2,363
293
$203K 0.01%
+30,110
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