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AH
Allen Holding Portfolio holdings
AUM
$1.01B
1-Year Est. Return
27.61%
This Fund
S&P 500
1 Year Est. Return
+27.61%
AUM
$1.01B
AUM Growth
-$41.4M
(-3.9%)
Holding
9
Sector Composition
| 1 | Consumer Staples | 45.28% |
| 2 | Financials | 24.47% |
| 3 | Technology | 21.77% |
| 4 | Healthcare | 6.1% |
| 5 | Communication Services | 2.39% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
1
Coca-Cola
KO
$342B
| $456M | 45.28% |
6,000,000
|
|
||
2
Palantir
PLTR
$308B
| $219M | 21.77% |
1,500,000
-100,000
|
|
||
3
Berkshire Hathaway Class A
BRK.A
$1.05T
| $213M | 21.09% |
296
-21
|
|
||
4
Pfizer
PFE
$144B
| $56.2M | 5.57% |
2,000,000
+480,200
|
|
||
|
PPLI
5
People Inc
PPLI
$3.18B
| $24.1M | 2.39% |
601,100
|
|
||
6
Bank of America
BAC
$399B
| $14.6M | 1.45% |
300,000
|
|
||
7
Affirm
AFRM
$24.8B
| $10.5M | 1.05% |
230,000
|
|
||
8
JPMorgan Chase
JPM
$871B
| $8.82M | 0.88% |
30,000
|
|
||
9
ImmunityBio
IBRX
$7.71B
| $5.27M | 0.52% |
687,571
|
|