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
201
$486K 0.02%
1,057
-122
202
$485K 0.02%
3,472
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203
$483K 0.02%
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204
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205
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-294
206
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207
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208
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212
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213
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214
$439K 0.02%
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215
$428K 0.02%
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216
$426K 0.02%
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217
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218
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219
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220
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221
$409K 0.02%
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222
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-1,141
223
$402K 0.02%
1,391
-174
224
$399K 0.02%
4,083
-421
225
$394K 0.02%
4,597
-266,325
7 8
9
10 11