AFCM

Applied Finance Capital Management Portfolio holdings

AUM $1.41B
1-Year Est. Return 18.05%
This Quarter Est. Return
1 Year Est. Return
+18.05%
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
126
$907K 0.04%
22,289
+8,650
127
$907K 0.04%
2,017
-74
128
$898K 0.04%
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129
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130
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131
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132
$867K 0.04%
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133
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134
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135
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136
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137
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-3,050
138
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11,108
+2,365
139
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140
$819K 0.04%
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141
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142
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145
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146
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147
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15,629
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148
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149
$787K 0.03%
525
+13
150
$773K 0.03%
8,237
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4 5
6
7 8