AIM

Anatole Investment Management Portfolio holdings

AUM $600M
1-Year Est. Return 293.43%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+293.43%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$104M
AUM Growth
-$1.73B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
17
New
Increased
Reduced
Closed

Top Buys

1
+$9.51M

Top Sells

1
+$516M
2
+$252M
3
+$214M
4
ESTC icon
Elastic
ESTC
+$119M
5
AMPL icon
Amplitude
AMPL
+$108M

Sector Composition

1 Consumer Discretionary 91.94%
2 Industrials 8.06%
3 Communication Services 0%
4 Technology 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$56.1M 53.74%
970,251
-3,707,740
2
$27.1M 25.96%
625
3
$12.8M 12.24%
106,732
-267,032
4
$8.42M 8.06%
+336,800
5
– –
-3,662,977
6
– –
-1,087,000
7
– –
-1,679,900
8
– –
-2,041,390
9
– –
0
10
– –
-817,640
11
– –
-2,396,569
12
– –
-963,260
13
– –
-1,653,680
14
– –
-201,274
15
– –
-3,948,041
16
– –
-2,324,049
17
– –
-192,115