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
$2.34B
AUM Growth
+$179M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
329
New
Increased
Reduced
Closed

Top Buys

1
+$47.9M
2
+$25.9M
3
+$18.2M
4
IBM icon
IBM
IBM
+$5.18M
5
CSCO icon
Cisco
CSCO
+$5.03M

Top Sells

1
+$46.9M
2
+$22.9M
3
+$13.4M
4
AAPL icon
Apple
AAPL
+$3.99M
5
REGN icon
Regeneron Pharmaceuticals
REGN
+$1.99M

Sector Composition

1 Technology 30.52%
2 Financials 12.93%
3 Healthcare 11.8%
4 Industrials 10.3%
5 Consumer Discretionary 9.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.75M 0.07%
415
-20
77
$1.74M 0.07%
10,239
-312
78
$1.71M 0.07%
22,305
+2,115
79
$1.65M 0.07%
4,779
+394
80
$1.63M 0.07%
2,784
+30
81
$1.56M 0.07%
15,800
+11,421
82
$1.51M 0.06%
12,446
+1,912
83
$1.5M 0.06%
15,605
+4,295
84
$1.43M 0.06%
22,917
-247
85
$1.42M 0.06%
451
+27
86
$1.41M 0.06%
6,132
+55
87
$1.39M 0.06%
3,413
+141
88
$1.38M 0.06%
93,829
+19,207
89
$1.37M 0.06%
4,739
+437
90
$1.34M 0.06%
5,763
+137
91
$1.32M 0.06%
2,829
-77
92
$1.3M 0.06%
5,233
+625
93
$1.28M 0.05%
5,555
-390
94
$1.28M 0.05%
16,380
+1,995
95
$1.28M 0.05%
4,615
+279
96
$1.27M 0.05%
15,570
-2,050
97
$1.24M 0.05%
638
-2
98
$1.2M 0.05%
+3,468
99
$1.19M 0.05%
8,715
-1,074
100
$1.18M 0.05%
26,381
-2,059
2 3
4
5 6