• INCEPTION (06/25/2015)

  • 4 YRS
  • AVG. ANNUAL RETURN

  • 8.86%
  • S&P RETURN

  • 11.24%
(APMRF) APM Retirement Fund

APMRF Growth of $10,000

APMRF Model*
S&P 500 (TR)
*Model Data Transitioned to FOLIOfn on 06/25/2018

APMRF Model Month By Month (As Of: 10/01/2019)


Year Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec APMRF YTD S&P (TR) YTD
201912.66%0.75%2.07%6.51%-8.13%8.74%3.24%-2.85%2.80%---27.10% 20.55%
20185.43%0.20%-3.50%0.20%1.99%5.67%-2.20%1.70%-2.53%-4.47%1.39%-9.92%-6.89% -4.38%
20175.99%2.27%-1.14%1.07%-3.11%3.11%1.27%3.37%1.10%-0.74%2.57%1.53%18.36% 21.83%
2016-13.67%5.22%14.85%1.39%-2.50%2.44%14.98%-1.49%0.45%-4.52%6.28%-2.29%19.17% 11.96%
2015------1.08%-3.27%-6.97%-6.93%13.01%-3.95%-2.37%-12.21% -1.68%
Returns greater than 5%
Returns less than -5%

APMRF Top 5 Holdings (As Of: 10/02/2019)


Symbol Name % Fund
TWTR TWITTER INC COM 9.07%
AMD ADVANCED MICRO DE... 8.85%
T AT&T INC COM 7.01%
STX SEAGATE TECHNOLOG... 6.77%
FB FACEBOOK INC CL A 6.30%
Total 38.00%