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
$767M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
70
New
Increased
Reduced
Closed

Top Buys

1
+$29.4M
2
+$28.1M
3
+$26M
4
INTC icon
Intel
INTC
+$21.9M
5
HPQ icon
HP
HPQ
+$21.3M

Top Sells

No sells this quarter

Sector Composition

1 Technology 23.14%
2 Healthcare 17.47%
3 Financials 15.18%
4 Consumer Discretionary 8.77%
5 Industrials 8.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$266K 0.03%
+1,505
52
$247K 0.03%
+675
53
$246K 0.03%
+998
54
$244K 0.03%
+1,553
55
$241K 0.03%
+2,071
56
$237K 0.03%
+16,778
57
$235K 0.03%
+3,036
58
$233K 0.03%
+3,533
59
$231K 0.03%
+4,596
60
$231K 0.03%
+2,983
61
$227K 0.03%
+2,504
62
$226K 0.03%
+2,240
63
$219K 0.03%
+2,198
64
$215K 0.03%
+680
65
$213K 0.03%
+1,351
66
$210K 0.03%
+1,916
67
$210K 0.03%
+2,524
68
$209K 0.03%
+7,484
69
$209K 0.03%
+5,630
70
$205K 0.03%
+770
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