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
$646M
AUM Growth
+$63.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
37
New
Increased
Reduced
Closed

Top Buys

1
+$25.3M
2
+$20.2M
3
+$15.7M
4
BLND icon
Blend Labs
BLND
+$4.65M
5
WRBY icon
Warby Parker
WRBY
+$1.56M

Top Sells

1
+$6.88M
2
+$2.8M
3
+$176K

Sector Composition

1 Technology 40.29%
2 Communication Services 24.37%
3 Financials 15.18%
4 Industrials 12.15%
5 Healthcare 6.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.48M 0.38%
126,330
27
$2.19M 0.34%
176,826
28
$1.89M 0.29%
6,906
29
$1.73M 0.27%
2,764
30
$1.57M 0.24%
68,104
31
$1.56M 0.24%
+29,460
32
$1.43M 0.22%
32,800
33
$1.31M 0.2%
17,332
-2,334
34
$1.2M 0.19%
29,370
35
$1.14M 0.18%
7,285
36
$983K 0.15%
4,413
+2,447
37
$721K 0.11%
203,176
+3,097
1
2