AIM

Alpine Investment Management Portfolio holdings

AUM $223M
1-Year Est. Return 7.97%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
-7.97%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$244M
AUM Growth
-$30.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
13
New
Increased
Reduced
Closed

Top Buys

1
+$30.6M
2
+$21.5M
3
+$15.5M
4
KWEB icon
KraneShares CSI China Internet ETF
KWEB
+$4.74M
5
FYBR
Frontier Communications
FYBR
+$4.04M

Top Sells

1
+$50.4M
2
+$29M
3
+$10.3M

Sector Composition

1 Consumer Discretionary 38.87%
2 Technology 35.4%
3 Communication Services 12.03%
4 Industrials 11.76%
5 Real Estate 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$94.9M 38.87%
1,225,000
-364,420
2
$39.8M 16.29%
1,495,681
-404,319
3
$28.7M 11.76%
+1,350,000
4
$28.6M 11.71%
275,000
+225,000
5
$24.3M 9.96%
3,500,000
6
$18.1M 7.4%
+125,000
7
$5.07M 2.07%
+200,000
8
$4.72M 1.93%
+175,000
9
– –
0
10
– –
-3,250,000
11
– –
0
12
– –
0
13
– –
0