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
176
$546K 0.03%
+20,476
177
$546K 0.03%
+10,206
178
$546K 0.03%
+7,364
179
$544K 0.03%
+3,196
180
$537K 0.02%
+3,885
181
$537K 0.02%
+1,851
182
$534K 0.02%
+1,109
183
$533K 0.02%
23,288
+10,705
184
$505K 0.02%
6,644
+2,671
185
$505K 0.02%
5,032
+1,209
186
$504K 0.02%
1,606
+243
187
$503K 0.02%
+25,079
188
$498K 0.02%
+1,284
189
$496K 0.02%
+3,831
190
$491K 0.02%
+3,392
191
$491K 0.02%
+1,757
192
$491K 0.02%
+4,732
193
$490K 0.02%
+2,757
194
$488K 0.02%
12,567
+2,359
195
$482K 0.02%
8,770
+2,755
196
$481K 0.02%
+1,179
197
$476K 0.02%
+6,415
198
$469K 0.02%
4,407
+1,278
199
$468K 0.02%
+3,210
200
$467K 0.02%
13,639
+4,087
6 7
8
9 10