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
$353M
AUM Growth
+$91.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
19
New
Increased
Reduced
Closed

Top Buys

1
+$72.6M
2
+$48M
3
+$37.1M
4
NVDA icon
NVIDIA
NVDA
+$31.6M
5
DASH icon
DoorDash
DASH
+$28.9M

Top Sells

1
+$52.6M
2
+$47.5M
3
+$46.7M
4
OLED icon
Universal Display
OLED
+$30.1M
5
SNOW icon
Snowflake
SNOW
+$27.9M

Sector Composition

1 Consumer Discretionary 26.88%
2 Communication Services 20.6%
3 Technology 20.19%
4 Utilities 12.19%
5 Financials 6.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$72.6M 20.6%
+126,909
2
$65.2M 18.48%
249,060
-1,885
3
$48M 13.62%
+1,411,794
4
$37.1M 10.52%
+1,640,167
5
$31.6M 8.96%
+260,227
6
$28.9M 8.19%
+202,400
7
$23M 6.52%
+128,989
8
$21.9M 6.21%
+184,800
9
$21.1M 5.98%
+81,051
10
$1.1M 0.31%
+3,935
11
$916K 0.26%
+5,362
12
$743K 0.21%
+3,990
13
$455K 0.13%
+1,287
14
– –
-781,492
15
– –
-1,608,915
16
– –
-143,026
17
– –
-234,354
18
– –
-206,322
19
– –
-262,800