AGP

Autumn Glory Partners Portfolio holdings

AUM $244M
1-Year Est. Return 15.08%
This Quarter Est. Return
1 Year Est. Return
+15.08%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$201M
AUM Growth
-$2.24M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
193
New
Increased
Reduced
Closed

Top Buys

1
+$1.73M
2
+$1.41M
3
+$1.3M
4
NVDA icon
NVIDIA
NVDA
+$1.29M
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$1.19M

Top Sells

1
+$1.55M
2
+$1.44M
3
+$1.34M
4
FLO icon
Flowers Foods
FLO
+$958K
5
NOBL icon
ProShares S&P 500 Dividend Aristocrats ETF
NOBL
+$763K

Sector Composition

1 Energy 12.61%
2 Technology 11.78%
3 Financials 9.53%
4 Healthcare 7.87%
5 Consumer Staples 6.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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