AIM

Anatole Investment Management Portfolio holdings

AUM $956M
1-Year Est. Return 265.27%
This Quarter Est. Return
1 Year Est. Return
+265.27%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$324M
AUM Growth
-$67.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
17
New
Increased
Reduced
Closed

Top Buys

1
+$65.1M
2
+$50.6M
3
+$32.8M
4
TSLA icon
Tesla
TSLA
+$24.6M
5
GCT icon
GigaCloud Technology
GCT
+$20M

Top Sells

1
+$81.1M
2
+$59.9M
3
+$44.6M
4
CFLT icon
Confluent
CFLT
+$28.5M
5
ARM icon
Arm
ARM
+$23.3M

Sector Composition

1 Technology 88.34%
2 Consumer Discretionary 11.66%
3 Healthcare 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$65.1M 20.12%
+720,600
2
$64.8M 20.03%
401,129
+313,322
3
$52.8M 16.31%
1,729,398
-933,468
4
$37.8M 11.66%
214,760
+140,038
5
$32.8M 10.14%
+568,984
6
$30.8M 9.52%
880,141
+25,960
7
$20M 6.18%
+748,573
8
$19.6M 6.05%
+195,372
9
– –
-525,222
10
– –
-406,613
11
– –
-309,887
12
– –
-125,179
13
– –
-886,736
14
– –
-215,729
15
– –
-284,128
16
– –
-665,142
17
– –
-829,868