AO
Allen Operations Portfolio holdings
AUM
$727M
This Quarter Return
+4.3%
1 Year Return
+96.81%
3 Year Return
+261.81%
5 Year Return
+384.67%
10 Year Return
+1,096.01%
AUM
$374M
AUM Growth
+$374M
(-0.15%)
Cap. Flow
+$700K
Cap. Flow
% of AUM
0.19%
Top 10 Holdings %
Top 10 Hldgs %
75.31%
Holding
44
New
–
Increased
3
Reduced
2
Closed
3
Top Buys
| 1 |
Coca-Cola
KO
|
$2.11M |
| 2 |
Ginkgo Bioworks
DNA
|
$387K |
| 3 |
Duolingo
DUOL
|
$263K |
Top Sells
| 1 |
ME
23andMe Holding Co. Class A Common Stock
ME
|
$783K |
| 2 |
Roblox
RBLX
|
$620K |
| 3 |
Warby Parker
WRBY
|
$393K |
| 4 |
Alphabet (Google) Class C
GOOG
|
$133K |
| 5 |
Alphabet (Google) Class A
GOOGL
|
$132K |
Sector Composition
| 1 | Technology | 32.74% |
| 2 | Financials | 23.91% |
| 3 | Communication Services | 21.22% |
| 4 | Industrials | 17.41% |
| 5 | Healthcare | 2.3% |
