AIM

Anatole Investment Management Portfolio holdings

AUM $581M
1-Year Est. Return 183.73%
This Quarter Est. Return
1 Year Est. Return
+183.73%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$592M
AUM Growth
+$26.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
15
New
Increased
Reduced
Closed

Top Buys

1
+$84M
2
+$80.5M
3
+$77.6M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$49.9M
5
DDOG icon
Datadog
DDOG
+$47.4M

Top Sells

1
+$125M
2
+$71.6M
3
+$52.4M
4
MRVL icon
Marvell Technology
MRVL
+$36.8M
5
IQ icon
iQIYI
IQ
+$34.4M

Sector Composition

1 Technology 58.77%
2 Consumer Discretionary 17.84%
3 Healthcare 14.96%
4 Communication Services 8.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$129M 21.8%
408,988
+254,988
2
$84.4M 14.26%
2,101,359
+58,615
3
$84M 14.19%
+1,931,870
4
$77.6M 13.1%
+310,120
5
$49.9M 8.43%
+381,664
6
$47.4M 8.01%
+520,586
7
$45.7M 7.72%
431,442
-286,290
8
$41.8M 7.05%
+2,610,847
9
$28M 4.74%
+220,606
10
$4.17M 0.7%
+147,375
11
– –
-107,200
12
– –
-6,450,000
13
– –
-436,341
14
– –
-615,015
15
– –
-1,649,500