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
$243M
AUM Growth
+$39.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
28
New
Increased
Reduced
Closed

Top Buys

1 +$4.88M
2 +$526K
3 +$94.3K

Top Sells

No sells this quarter

Sector Composition

1 Technology 26.45%
2 Consumer Discretionary 24.98%
3 Financials 20.31%
4 Communication Services 7.44%
5 Consumer Staples 1.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
$721K 0.3%
73,066
27
$604K 0.25%
3,624
28
$590K 0.24%
157,372