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
$97.2M
AUM Growth
+$10.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
29
New
Increased
Reduced
Closed

Top Buys

1 +$12.9M
2 +$240K
3 +$141K
4
MA icon
Mastercard
MA
+$92.5K
5
MON
Monsanto Co
MON
+$67.5K

Top Sells

1 +$4.88M
2 +$1.89M
3 +$436K
4
TRUE icon
TrueCar
TRUE
+$322K
5
MARK
Remark Holdings, Inc.
MARK
+$160K

Sector Composition

1 Financials 26.64%
2 Technology 19.97%
3 Communication Services 14.13%
4 Consumer Discretionary 9.89%
5 Industrials 4.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
-4,600
27
-58,300
28
-17,925
29
-2,530