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
201
$463K 0.02%
+3,316
202
$461K 0.02%
+15,818
203
$458K 0.02%
+12,713
204
$457K 0.02%
1,329
+393
205
$456K 0.02%
+1,711
206
$453K 0.02%
+3,272
207
$451K 0.02%
4,379
+966
208
$450K 0.02%
+842
209
$447K 0.02%
+1,565
210
$435K 0.02%
+5,162
211
$433K 0.02%
+4,057
212
$427K 0.02%
+7,209
213
$426K 0.02%
+826
214
$423K 0.02%
+4,720
215
$421K 0.02%
4,117
+1,491
216
$414K 0.02%
+11,185
217
$413K 0.02%
+6,886
218
$407K 0.02%
+9,426
219
$407K 0.02%
+3,815
220
$406K 0.02%
+14,191
221
$403K 0.02%
+3,200
222
$400K 0.02%
+1,347
223
$399K 0.02%
+1,093
224
$394K 0.02%
+40,274
225
$390K 0.02%
+5,011
7 8
9
10 11