AO
Allen Operations Portfolio holdings
AUM
$727M
This Quarter Return
+6.03%
1 Year Return
+96.81%
3 Year Return
+261.81%
5 Year Return
+384.67%
10 Year Return
+1,096.01%
AUM
$88.9M
AUM Growth
+$88.9M
(+5.7%)
Cap. Flow
+$1.1M
Cap. Flow
% of AUM
1.24%
Top 10 Holdings %
Top 10 Hldgs %
79.57%
Holding
26
New
2
Increased
2
Reduced
4
Closed
3
Top Buys
| 1 |
XYZ
Block, Inc.
XYZ
|
$3.43M |
| 2 |
Alphabet (Google) Class A
GOOGL
|
$3.41M |
| 3 |
LendingClub
LC
|
$779K |
| 4 |
Charles Schwab
SCHW
|
$1.02K |
Top Sells
| 1 |
Alphabet (Google) Class C
GOOG
|
$3.33M |
| 2 |
MON
Monsanto Co
MON
|
$2.27M |
| 3 |
Angi Inc
ANGI
|
$630K |
| 4 |
Bausch Health
BHC
|
$245K |
| 5 |
Mastercard
MA
|
$47K |
Sector Composition
| 1 | Financials | 31.84% |
| 2 | Technology | 20.58% |
| 3 | Communication Services | 10.28% |
| 4 | Consumer Discretionary | 8.27% |
| 5 | Industrials | 5.12% |