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
$275M
AUM Growth
-$65.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
13
New
Increased
Reduced
Closed

Top Buys

1
+$50.4M
2
+$4.34M
3
+$3.49M
4
BABA icon
Alibaba
BABA
+$1.25M

Top Sells

1
+$64M
2
+$17.9M
3
+$14.9M
4
FXI icon
iShares China Large-Cap ETF
FXI
+$5.3M
5
ATAT icon
Atour Lifestyle Holdings
ATAT
+$2.44M

Sector Composition

1 Consumer Discretionary 50.21%
2 Technology 22.53%
3 Real Estate 18.37%
4 Communication Services 8.9%
5 Consumer Staples 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$138M 27.57%
1,589,420
+14,420
2
$57.5M 11.5%
1,900,000
3
$50.4M 10.09%
+3,250,000
4
$24.4M 4.89%
3,500,000
+500,000
5
$4.34M 0.87%
+50,000
6
– –
0
7
– –
0
8
– –
-150,000
9
– –
-452,766
10
– –
-195,000
11
– –
0
12
– –
-925,000
13
– –
-125,000