AGAM

AK Global Asset Management Portfolio holdings

AUM $106K
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
–
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$106K
AUM Growth
-$114M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
40
New
Increased
Reduced
Closed

Top Buys

1
+$2.25M
2
+$2.18M
3
+$1.4M
4
TSLA icon
Tesla
TSLA
+$1.12M
5
IYE icon
iShares US Energy ETF
IYE
+$1.05M

Top Sells

1
+$34.6M
2
+$2.1M
3
+$2.05M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$1.81M
5
PANW icon
Palo Alto Networks
PANW
+$1.63M

Sector Composition

1 Technology 25.99%
2 Communication Services 9.81%
3 Healthcare 9.31%
4 Financials 6.4%
5 Consumer Discretionary 5.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
CRM icon
26
Salesforce
CRM
$144B
– –
-3,665
GDX icon
27
VanEck Gold Miners ETF
GDX
$26.3B
– –
-6,500
IGM icon
28
iShares Expanded Tech Sector ETF
IGM
$10.4B
– –
-16,237
IGV icon
29
iShares Expanded Tech-Software Sector ETF
IGV
$13.3B
– –
-3,825
NOW icon
30
ServiceNow
NOW
$102B
– –
-6,710
NVDA icon
31
NVIDIA
NVDA
$5.33T
– –
-185,648
PANW icon
32
Palo Alto Networks
PANW
$204B
– –
-8,830
SHYG icon
33
iShares 0-5 Year High Yield Corporate Bond ETF
SHYG
$7.57B
– –
-47,875
VTI icon
34
Vanguard Total Stock Market ETF
VTI
$643B
– –
-1,070
TEM
35
Tempus AI
TEM
$8.24B
– –
-18,455
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