AO

Allen Operations Portfolio holdings

AUM $799M
1-Year Est. Return 43.67%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+43.67%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$95.3M
AUM Growth
-$3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
26
New
Increased
Reduced
Closed

Top Buys

1 +$1.73M
2 +$184
3 +$116

Top Sells

1 +$3.25M
2 +$213K
3 +$55.6K
4
LOW icon
Lowe's Companies
LOW
+$49.2K
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$6.59K

Sector Composition

1 Financials 29.21%
2 Technology 19.29%
3 Communication Services 10.14%
4 Consumer Discretionary 9.86%
5 Industrials 5.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
-181,496