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
$527M
AUM Growth
+$22.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
34
New
Increased
Reduced
Closed

Top Buys

1 +$5.57M
2 +$209K

Top Sells

1 +$6.1M

Sector Composition

1 Technology 34.17%
2 Industrials 20.11%
3 Communication Services 18.81%
4 Financials 18.54%
5 Consumer Staples 3.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
$1.34M 0.25%
236,129
27
$1.12M 0.21%
344,761
28
$1.05M 0.2%
176,826
29
$571K 0.11%
139,583
30
$549K 0.1%
1,966
31
$264K 0.05%
7,285
32
$209K 0.04%
+790
33
$8.08K ﹤0.01%
2,144
34
-15,701