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
$217M
AUM Growth
-$136M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
16
New
Increased
Reduced
Closed

Top Buys

1
+$52.9M
2
+$45.4M
3
+$27.9M
4
SE icon
Sea Limited
SE
+$22.1M
5
COIN icon
Coinbase
COIN
+$5.51M

Top Sells

1
+$72.6M
2
+$65.2M
3
+$48M
4
NVDA icon
NVIDIA
NVDA
+$33.6M
5
DASH icon
DoorDash
DASH
+$28.9M

Sector Composition

1 Consumer Discretionary 34.98%
2 Technology 34.69%
3 Financials 17.3%
4 Materials 12.85%
5 Utilities 0.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$53.8M 24.77%
245,020
+241,030
2
$45.4M 20.91%
+107,649
3
$37.5M 17.3%
151,169
+22,180
4
$27.9M 12.85%
+418,560
5
$25.8M 11.89%
1,148,112
-492,055
6
$22.1M 10.2%
+208,655
7
$1.35M 0.62%
3,935
8
$1.33M 0.61%
9,885
-250,342
9
$976K 0.45%
5,362
10
$453K 0.21%
1,287
11
$392K 0.18%
1,751
-79,300
12
– –
-202,400
13
– –
-1,411,794
14
– –
-126,909
15
– –
-249,060
16
– –
-184,800