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
101
$1.18M 0.05%
16,013
102
$1.14M 0.05%
+8,312
103
$1.12M 0.05%
5,750
-129
104
$1.12M 0.05%
3,455
-84
105
$1.1M 0.05%
4,901
+197
106
$1.1M 0.05%
31,923
+2,440
107
$1.08M 0.05%
+2,045
108
$1.08M 0.05%
5,939
+1,164
109
$1.07M 0.05%
8,152
+1,531
110
$1.07M 0.05%
23,322
+2,324
111
$1.06M 0.05%
4,477
+54
112
$1.03M 0.04%
29,328
+486
113
$1.02M 0.04%
+11,042
114
$1.01M 0.04%
+8,534
115
$1.01M 0.04%
9,694
+111
116
$1M 0.04%
13,882
+1,691
117
$1M 0.04%
5,571
+121
118
$995K 0.04%
43,004
+7,763
119
$985K 0.04%
8,127
+3,095
120
$971K 0.04%
1,916
+89
121
$968K 0.04%
6,928
+450
122
$961K 0.04%
5,684
+512
123
$950K 0.04%
7,608
-234
124
$928K 0.04%
37,101
+13,813
125
$915K 0.04%
14,083
+5,313
3 4
5
6 7