AO

Allen Operations Portfolio holdings

AUM $727M
1-Year Est. Return 96.81%
This Quarter Est. Return
1 Year Est. Return
+96.81%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$86.4M
AUM Growth
+$3.51M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
26
New
Increased
Reduced
Closed

Top Buys

1 +$2.93M
2 +$1.07M
3 +$201K
4
TWTR
Twitter, Inc.
TWTR
+$201K
5
EXPE icon
Expedia Group
EXPE
+$33.9K

Top Sells

1 +$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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
$160K 0.19%
2,530