ASI
All-Stars Investment Portfolio holdings
AUM
$298M
1-Year Return
51.17%
This Quarter Return
+15.41%
1 Year Return
+51.17%
3 Year Return
+42.47%
5 Year Return
–
10 Year Return
–
AUM
$268M
AUM Growth
+$34.8M
(+15%)
Cap. Flow
+$7
Cap. Flow
% of AUM
0%
Top 10 Holdings %
Top 10 Hldgs %
100%
Holding
3
New
–
Increased
1
Reduced
–
Closed
–
Top Buys
| 1 |
Full Truck Alliance
YMM
|
+$7 |
Top Sells
No sells this quarter
Sector Composition
| 1 | Technology | 93.1% |
| 2 | Consumer Discretionary | 4.65% |
| 3 | Consumer Staples | 2.26% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
|
1
Full Truck Alliance
YMM
$13.9B
| $250M | 93.1% |
35,458,059
+1
| +0% | +$7 |
|
2
Pinduoduo
PDD
$179B
| $12.5M | 4.65% |
127,000
| – | – |
|
3
TAL Education Group
TAL
$6.43B
| $6.05M | 2.26% |
664,000
| – | – |
|