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
$363M
AUM Growth
+$146M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
24
New
Increased
Reduced
Closed

Top Buys

1
+$66M
2
+$60.9M
3
+$58.2M
4
NVDA icon
NVIDIA
NVDA
+$45.5M
5
WAY
Waystar Holding Corp
WAY
+$34.3M

Top Sells

1
+$45.6M
2
+$45.4M
3
+$37.5M
4
U icon
Unity
U
+$25.8M
5
SE icon
Sea Limited
SE
+$22.1M

Sector Composition

1 Technology 36.02%
2 Financials 21.27%
3 Consumer Discretionary 16.43%
4 Healthcare 9.46%
5 Consumer Staples 9.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$66M 18.19%
+2,908,266
2
$60.9M 16.77%
+6,033,970
3
$58.2M 16.03%
+491,799
4
$46.6M 12.83%
429,782
+419,897
5
$34.3M 9.46%
+919,178
6
$23.4M 6.46%
376,804
-41,756
7
$18.2M 5%
+1,339,969
8
$17.9M 4.94%
+141,684
9
$16.3M 4.5%
+1,237,269
10
$16.3M 4.5%
+392,638
11
$1.43M 0.39%
+2,488
12
$983K 0.27%
+10,802
13
$972K 0.27%
5,110
-239,910
14
$507K 0.14%
+906
15
$503K 0.14%
+10,012
16
$461K 0.13%
+6,731
17
– –
-1,287
18
– –
-1,751
19
– –
-151,169
20
– –
-3,935
21
– –
-107,649
22
– –
-5,362
23
– –
-208,655
24
– –
-1,148,112