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
76
$1.42M 0.07%
+20,190
77
$1.4M 0.06%
+33,796
78
$1.38M 0.06%
8,847
+6,501
79
$1.36M 0.06%
+2,906
80
$1.36M 0.06%
+5,945
81
$1.33M 0.06%
+6,077
82
$1.32M 0.06%
+28,440
83
$1.29M 0.06%
+4,385
84
$1.29M 0.06%
+2,754
85
$1.26M 0.06%
+424
86
$1.23M 0.06%
10,534
+7,579
87
$1.16M 0.05%
5,383
+3,986
88
$1.11M 0.05%
+4,608
89
$1.1M 0.05%
+4,302
90
$1.09M 0.05%
+5,626
91
$1.08M 0.05%
11,310
+8,147
92
$1.06M 0.05%
+4,704
93
$1.06M 0.05%
+3,539
94
$1.05M 0.05%
+3,272
95
$1.05M 0.05%
+16,013
96
$1.03M 0.05%
+4,336
97
$1.02M 0.05%
+5,879
98
$1M 0.05%
+9,789
99
$988K 0.05%
+3,309
100
$986K 0.05%
+29,483
2 3
4
5 6