• INCEPTION (08/22/2015)

  • 4 YRS
  • AVG. ANNUAL RETURN

  • 11.16%
  • S&P RETURN

  • 13.13%
(APMCF) APM Catch Up Fund

APMCF Growth of $10,000

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

APMCF Model Month By Month (As Of: 09/06/2019)


Year Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec APMCF YTD S&P (TR) YTD
201913.66%-0.75%2.54%4.43%-8.66%9.20%1.48%-5.95%1.67%---16.93% 20.50%
20188.52%-0.44%-6.33%1.62%2.67%5.75%3.38%1.59%1.56%-11.83%2.51%-10.27%-3.40% -4.38%
20171.67%1.85%-2.26%-2.05%-1.51%2.33%-1.48%3.30%0.88%-0.57%3.70%2.33%8.23% 21.83%
2016-10.17%6.28%12.70%0.12%-2.14%0.59%8.15%-1.37%1.40%-2.66%8.05%-1.32%19.04% 11.96%
2015-------8.17%-5.93%9.77%-3.20%-2.22%5.72% 4.51%
Returns greater than 5%
Returns less than -5%

APMCF Top 5 Holdings (As Of: 09/09/2019)


Symbol Name % Fund
AMD ADVANCED MICRO DE... 19.54%
JD JD COM INC SPON A... 7.08%
T AT&T INC COM 7.07%
TWTR TWITTER INC COM 6.85%
F FORD MTR CO DEL ... 6.18%
Total 46.72%