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
$161M
AUM Growth
-$72.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
30
New
Increased
Reduced
Closed

Top Buys

1 +$4.37M
2 +$4.16M
3 +$589K
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$340K
5
V icon
Visa
V
+$317K

Top Sells

1 +$22.3M
2 +$2.79M
3 +$1.28M
4
AAP icon
Advance Auto Parts
AAP
+$936K
5
META icon
Meta Platforms (Facebook)
META
+$744K

Sector Composition

1 Financials 29.34%
2 Communication Services 26.05%
3 Technology 23.14%
4 Consumer Discretionary 17.88%
5 Consumer Staples 1.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
-3,624
27
-30,575
28
-340,108
29
-100,000
30
-157,372