AGAM
Audent Global Asset Management Portfolio holdings
AUM
$140M
1-Year Est. Return
17.54%
1 Year Est. Return
+17.54%
AUM
$121M
AUM Growth
-$32.5M
(-21%)
Holding
51
Top Buys
| 1 | +$1.55M | |
| 2 | +$1.48M | |
| 3 | +$450K | |
| 4 |
Caterpillar
CAT
|
+$416K |
Top Sells
| 1 | +$4.52M | |
| 2 | +$2.6M | |
| 3 | +$2.35M | |
| 4 |
Starbucks
SBUX
|
+$1.95M |
| 5 |
iShares Russell 2000 ETF
IWM
|
+$1.82M |
Sector Composition
| 1 | Technology | 26.78% |
| 2 | Communication Services | 13.12% |
| 3 | Consumer Discretionary | 10.96% |
| 4 | Financials | 9.13% |
| 5 | Energy | 3.79% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
51
Constellation Brands
STZ
$24.7B
| – | – |
-3,427
|
|