AGP
Autumn Glory Partners Portfolio holdings
AUM
$214M
This Quarter Return
+9.02%
1 Year Return
+15.57%
3 Year Return
+54.9%
5 Year Return
–
10 Year Return
–
AUM
$240M
AUM Growth
–
Cap. Flow
+$240M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
24.51%
Holding
218
New
218
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Apple
AAPL
|
$9.82M |
| 2 |
Microsoft
MSFT
|
$9.05M |
| 3 |
Oneok
OKE
|
$6.18M |
| 4 |
SPDR S&P 500 ETF Trust
SPY
|
$5.82M |
| 5 |
Berkshire Hathaway Class B
BRK.B
|
$5.69M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Technology | 16.85% |
| 2 | Healthcare | 10.4% |
| 3 | Energy | 9.23% |
| 4 | Financials | 8.48% |
| 5 | Consumer Staples | 7.94% |
