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
$156M
AUM Growth
+$5.52M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
13
New
Increased
Reduced
Closed

Top Buys

1
+$38.8M
2
+$29.6M
3
+$18.9M
4
CIEN icon
Ciena
CIEN
+$12.7M
5
BABA icon
Alibaba
BABA
+$10.6M

Top Sells

1
+$49.5M
2
+$41.1M
3
+$25.2M
4
MOMO
Hello Group
MOMO
+$5.51M

Sector Composition

1 Technology 44.61%
2 Consumer Discretionary 36.16%
3 Communication Services 12.34%
4 Real Estate 6.48%
5 Consumer Staples 0.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$38.8M 10.97%
+400,000
2
$29.6M 8.38%
+150,000
3
$27.4M 7.74%
325,000
+225,000
4
$19.3M 5.45%
2,500,000
-715,000
5
$12.7M 3.6%
+150,000
6
$10.6M 3%
+125,000
7
$10.1M 2.87%
+550,000
8
$7.1M 2.01%
+859,583
9
$642K 0.18%
+10,000
10
– –
0
11
– –
-673,540
12
– –
-4,561,762
13
– –
-2,000,000