AIM

Alpine Investment Management Portfolio holdings

AUM $209M
1-Year Est. Return 3.19%
This Quarter Est. Return
1 Year Est. Return
-3.19%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$369M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
10
New
Increased
Reduced
Closed

Top Buys

1
+$163M
2
+$104M
3
+$43.7M
4
META icon
Meta Platforms (Facebook)
META
+$24.1M
5
JOYY
JOYY Inc
JOYY
+$17.4M

Top Sells

No sells this quarter

Sector Composition

1 Consumer Discretionary 44.2%
2 Technology 31.19%
3 Communication Services 24.35%
4 Financials 0.13%
5 Industrials 0.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$163M 32.14%
+1,850,000
2
$104M 20.48%
+2,689,543
3
$43.7M 8.62%
+4,865,000
4
$24.1M 4.75%
+200,000
5
$17.4M 3.43%
+550,000
6
$9.57M 1.89%
+125,000
7
$4.67M 0.92%
+200,000
8
$1.6M 0.32%
+200,000
9
$475K 0.09%
+250,000
10
$473K 0.09%
+100,000