AO

Allen Operations Portfolio holdings

AUM $799M
1-Year Est. Return 43.67%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+43.67%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$608M
AUM Growth
-$22.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
31
New
Increased
Reduced
Closed

Top Buys

1 +$35.5M
2 +$2.52M

Top Sells

1 +$22.5M
2 +$19M
3 +$4.4M
4
TEM
Tempus AI
TEM
+$1.77M

Sector Composition

1 Technology 40.43%
2 Financials 23.6%
3 Industrials 17.08%
4 Communication Services 8.66%
5 Energy 1.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
$731K 0.12%
12,244
27
$593K 0.1%
236,129
28
$538K 0.09%
176,826
29
$353K 0.06%
61,951
30
$124K 0.02%
2,014
31
-311,490