ACM

Analog Century Management Portfolio holdings

AUM $2.03B
1-Year Est. Return 87.7%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+87.7%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.23B
AUM Growth
-$261M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
26
New
Increased
Reduced
Closed

Top Buys

1
+$74.5M
2
+$39.1M
3
+$35.8M
4
AMD icon
Advanced Micro Devices
AMD
+$17.6M
5
CIEN icon
Ciena
CIEN
+$16.5M

Top Sells

1
+$66.6M
2
+$53.2M
3
+$50.3M
4
APH icon
Amphenol
APH
+$8.8M
5
RMBS icon
Rambus
RMBS
+$8.53M

Sector Composition

1 Technology 95.4%
2 Industrials 4.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
– –
-1,172,167
1
2