AO
Allen Operations Portfolio holdings
AUM
$727M
1-Year Return
96.81%
This Quarter Return
+0.14%
1 Year Return
+96.81%
3 Year Return
+261.81%
5 Year Return
+384.67%
10 Year Return
+1,096.01%
AUM
$86.4M
AUM Growth
+$3.51M
(+4.2%)
Cap. Flow
+$4.37M
Cap. Flow
% of AUM
5.06%
Top 10 Holdings %
Top 10 Hldgs %
72.32%
Holding
26
New
2
Increased
3
Reduced
1
Closed
–
Top Buys
| 1 |
MON
Monsanto Co
MON
|
$2.93M |
| 2 |
FRC
First Republic Bank
FRC
|
$1.07M |
| 3 |
Bausch Health
BHC
|
$201K |
| 4 |
TWTR
Twitter, Inc.
TWTR
|
$201K |
| 5 |
Expedia Group
EXPE
|
$33.9K |
Top Sells
| 1 |
Qualcomm
QCOM
|
$67.7K |
Sector Composition
| 1 | Financials | 29.89% |
| 2 | Technology | 22.14% |
| 3 | Communication Services | 15.33% |
| 4 | Consumer Discretionary | 9.15% |
| 5 | Consumer Staples | 8.9% |