ASI

All-Stars Investment Portfolio holdings

AUM $298M
1-Year Return 51.17%
This Quarter Return
-10.05%
1 Year Return
+51.17%
3 Year Return
+42.47%
5 Year Return
–
10 Year Return
–
AUM
$113M
AUM Growth
–
Cap. Flow
+$113M
Cap. Flow %
100%
Top 10 Hldgs %
100%
Holding
13
New
9
Increased
–
Reduced
–
Closed
–

Top Buys

1
BABA icon
Alibaba
BABA
+$31.2M
2
JOYY
JOYY Inc. American Depositary Shares
JOYY
+$19.9M
3
CMCM
Cheetah Mobile
CMCM
+$13.3M
4
QIHU
QIHOO 360 TECHNOLOGY CO LTD ADS RPSTG 3 CL A SHS
QIHU
+$13.2M
5
JMEI
Jumei International Holding Limited American depositary shares, each representing ten Class A ordina
JMEI
+$12.7M

Top Sells

No sells this quarter

Sector Composition

1 Communication Services 32.59%
2 Consumer Discretionary 28.02%
3 Technology 11.67%
4 Industrials 11.23%
5 Healthcare 10.01%
Name Market Value Portfolio Weight Shares or Principal Shares
Change % 		Capital Flow
BABA icon
1
Alibaba
BABA
$371B
$31.2M 26.62%
+300,000
New +$31.2M
JOYY
2
JOYY Inc. American Depositary Shares
JOYY
$3.17B
$19.9M 17.03%
+320,000
New +$19.9M
CMCM
3
Cheetah Mobile
CMCM
$269M
$13.3M 11.36%
+176,000
New +$13.3M
QIHU
4
DELISTED
QIHOO 360 TECHNOLOGY CO LTD ADS RPSTG 3 CL A SHS
QIHU
$13.2M 11.26%
+230,400
New +$13.2M
JMEI
5
DELISTED
Jumei International Holding Limited American depositary shares, each representing ten Class A ordina
JMEI
$12.7M 10.84%
+93,200
New +$12.7M
KANG
6
DELISTED
iKang Healthcare Group, Inc.
KANG
$11.3M 9.66%
+752,572
New +$11.3M
EDU icon
7
New Oriental
EDU
$8.93B
$7.34M 6.27%
+359,727
New +$7.34M
MOMO
8
Hello Group
MOMO
$1.2B
$3.6M 3.07%
+300,000
New +$3.6M
TCOM icon
9
Trip.com Group
TCOM
$48.9B
$501K 0.43%
+22,000
New +$501K
EEM icon
10
iShares MSCI Emerging Markets ETF
EEM
$19.9B
– –
0
– –
QQQ icon
11
Invesco QQQ Trust
QQQ
$371B
– –
0
– –
SPY icon
12
SPDR S&P 500 ETF Trust
SPY
$670B
– –
0
– –
XLK icon
13
Technology Select Sector SPDR Fund
XLK
$86.6B
– –
0
– –