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
$391M
AUM Growth
-$201M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
19
New
Increased
Reduced
Closed

Top Buys

1
+$62.3M
2
+$59.9M
3
+$44.6M
4
INFA icon
Informatica
INFA
+$24.3M
5
ARM icon
Arm
ARM
+$23.3M

Top Sells

1
+$84M
2
+$72.7M
3
+$58.5M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$49.9M
5
DDOG icon
Datadog
DDOG
+$47.4M

Sector Composition

1 Technology 89.95%
2 Healthcare 5.31%
3 Consumer Discretionary 4.75%
4 Communication Services 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$81.1M 20.73%
215,729
-193,259
2
$62.3M 15.93%
+2,662,866
3
$59.9M 15.32%
+406,613
4
$44.6M 11.39%
+886,736
5
$24.3M 6.2%
+854,181
6
$23.3M 5.95%
+309,887
7
$20.8M 5.31%
665,142
-1,436,217
8
$19.6M 5.01%
+829,868
9
$18.6M 4.75%
74,722
-235,398
10
$17.5M 4.47%
+87,807
11
$10.1M 2.59%
+525,222
12
$4.88M 1.25%
284,128
-2,326,719
13
$4.33M 1.11%
+125,179
14
– –
-220,606
15
– –
-520,586
16
– –
-381,664
17
– –
-1,931,870
18
– –
-431,442
19
– –
-147,375