AAM

Augustine Asset Management Portfolio holdings

AUM $374M
1-Year Est. Return 74.86%
This Quarter Est. Return
1 Year Est. Return
+74.86%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$146M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
58
New
Increased
Reduced
Closed

Top Buys

1 +$9.62M
2 +$5.58M
3 +$5.47M
4
PFE icon
Pfizer
PFE
+$5.36M
5
MRK icon
Merck
MRK
+$5.03M

Top Sells

No sells this quarter

Sector Composition

1 Technology 19.21%
2 Energy 15.91%
3 Healthcare 15.74%
4 Materials 12.16%
5 Industrials 7.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
$148K 0.1%
+21,000
52
$128K 0.09%
+21,544