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
$108M
AUM Growth
-$48.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
12
New
Increased
Reduced
Closed

Top Buys

1
+$45M
2
+$24.3M
3
+$4.26M
4
WB icon
Weibo
WB
+$27.2K

Top Sells

1
+$45.9M
2
+$27.4M
3
+$14.4M
4
CIEN icon
Ciena
CIEN
+$12.7M
5
BEKE icon
KE Holdings
BEKE
+$10.1M

Sector Composition

1 Communication Services 48.12%
2 Technology 42.42%
3 Consumer Discretionary 9.46%
4 Consumer Staples 0%
5 Real Estate 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$45.6M 42.42%
275,000
+125,000
2
$42M 39.01%
+1,000,000
3
$10.2M 9.46%
1,375,716
+516,133
4
$9.79M 9.09%
1,551,200
-948,800
5
$25.3K 0.02%
+2,675
6
– –
-550,000
7
– –
-10,000
8
– –
-125,000
9
– –
-150,000
10
– –
0
11
– –
-325,000
12
– –
-400,000