AGP

Autumn Glory Partners Portfolio holdings

AUM $285M
1-Year Est. Return 17.12%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.12%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$204M
AUM Growth
-$56.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
214
New
Increased
Reduced
Closed

Top Buys

1
+$1.13M
2
+$655K
3
+$605K
4
LLY icon
Eli Lilly
LLY
+$572K
5
ASML icon
ASML
ASML
+$532K

Top Sells

1
+$2.75M
2
+$2.04M
3
+$2M
4
GHC icon
Graham Holdings Company
GHC
+$1.9M
5
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$1.83M

Sector Composition

1 Energy 13.43%
2 Technology 12.5%
3 Financials 10.18%
4 Consumer Staples 7.67%
5 Healthcare 6.99%
Name Market Value Portfolio Weight Shares or Principal Change
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