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
$155M
AUM Growth
-$3.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
64
New
Increased
Reduced
Closed

Top Sells

1 +$2.37M
2 +$1.02M
3 +$1.01M
4
IBM icon
IBM
IBM
+$960K
5
AAPL icon
Apple
AAPL
+$944K

Sector Composition

1 Technology 34.95%
2 Healthcare 14.45%
3 Materials 11.67%
4 Energy 10.78%
5 Financials 9.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
$277K 0.18%
9,940
52
$234K 0.15%
9,542
53
$225K 0.15%
1,500
54
$59K 0.04%
+1
55
-8,330
56
-22,388