ASI
All-Stars Investment Portfolio holdings
AUM
$298M
1-Year Return
51.17%
This Quarter Return
+1.86%
1 Year Return
+51.17%
3 Year Return
+42.47%
5 Year Return
–
10 Year Return
–
AUM
$251M
AUM Growth
+$3.5M
(+1.4%)
Cap. Flow
+$0
Cap. Flow
% of AUM
0%
Top 10 Holdings %
Top 10 Hldgs %
100%
Holding
3
New
–
Increased
–
Reduced
–
Closed
–
Top Buys
No buys this quarter
Top Sells
No sells this quarter
Sector Composition
| 1 | Technology | 91.11% |
| 2 | Consumer Discretionary | 5.89% |
| 3 | Consumer Staples | 3.01% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
1
Full Truck Alliance
YMM
$14.2B
| $228M | 91.11% |
31,423,343
| – | – |
|
2
Pinduoduo
PDD
$178B
| $14.8M | 5.89% |
127,000
| – | – |
|
3
TAL Education Group
TAL
$6.67B
| $7.54M | 3.01% |
664,000
| – | – |
|