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
-$34.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
83
New
Increased
Reduced
Closed

Top Buys

1 +$2.62M
2 +$1.6M
3 +$470K
4
WBA
Walgreens Boots Alliance
WBA
+$331K
5
NVDA icon
NVIDIA
NVDA
+$314K

Top Sells

1 +$2.04M
2 +$1.79M
3 +$1.67M
4
IP icon
International Paper
IP
+$1.62M
5
X
US Steel
X
+$1.52M

Sector Composition

1 Technology 24.29%
2 Financials 19.28%
3 Healthcare 18.76%
4 Consumer Discretionary 8.44%
5 Energy 5.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
-21,735