AGP
Akaris Global Partners Portfolio holdings
AUM
$395M
This Quarter Return
+8.41%
1 Year Return
+40.87%
3 Year Return
+32.42%
5 Year Return
–
10 Year Return
–
AUM
$110M
AUM Growth
+$110M
(+6.9%)
Cap. Flow
+$750K
Cap. Flow
% of AUM
0.68%
Top 10 Holdings %
Top 10 Hldgs %
77.4%
Holding
19
New
3
Increased
4
Reduced
3
Closed
3
Top Buys
| 1 |
NEBC
Nebula Caravel Acquisition Corp. Class A Common Stock
NEBC
|
$7.5M |
| 2 |
XYZ
Block, Inc.
XYZ
|
$6.24M |
| 3 |
AYX
Alteryx, Inc.
AYX
|
$4.97M |
| 4 |
BTWN
Bridgetown Holdings Limited Class A Ordinary Shares
BTWN
|
$3.54M |
| 5 |
Amazon
AMZN
|
$1.94M |
Top Sells
| 1 |
WESCO International
WCC
|
$6.33M |
| 2 |
CACI
CACI
|
$5.23M |
| 3 |
Crown Holdings
CCK
|
$4.68M |
| 4 |
GRSV
Gores Holdings V, Inc.
GRSV
|
$3.62M |
| 5 |
Cedar Fair
FUN
|
$3.09M |
Sector Composition
| 1 | Technology | 43.03% |
| 2 | Consumer Discretionary | 30.88% |
| 3 | Communication Services | 19.53% |
| 4 | Financials | 5.56% |
| 5 | Industrials | 0% |
