AGP

Autumn Glory Partners Portfolio holdings

AUM $214M
1-Year Est. Return 15.57%
This Quarter Est. Return
1 Year Est. Return
+15.57%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$147M
AUM Growth
+$11.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
170
New
Increased
Reduced
Closed

Top Buys

1 +$1.56M
2 +$1.33M
3 +$1.32M
4
MDT icon
Medtronic
MDT
+$1.27M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$1.23M

Top Sells

1 +$525K
2 +$464K
3 +$437K
4
INTC icon
Intel
INTC
+$426K
5
ABBV icon
AbbVie
ABBV
+$416K

Sector Composition

1 Energy 11.49%
2 Technology 9.69%
3 Healthcare 9.02%
4 Consumer Staples 8.87%
5 Financials 6.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
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169
$0 ﹤0.01%
+129,987
170
-13,624