ACMH

Andar Capital Management (HK) Portfolio holdings

AUM $92.8M
1-Year Est. Return 127.29%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+127.29%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$75.6M
AUM Growth
+$3.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
30
New
Increased
Reduced
Closed

Top Buys

1
+$13.5M
2
+$9.14M
3
+$7.91M
4
CRDO icon
Credo Technology Group
CRDO
+$6.35M
5
ASML icon
ASML
ASML
+$3.75M

Top Sells

1
+$5.45M
2
+$4.77M
3
+$4.72M
4
NOW icon
ServiceNow
NOW
+$4.25M
5
NTAP icon
NetApp
NTAP
+$4.17M

Sector Composition

1 Technology 79.66%
2 Communication Services 13.73%
3 Consumer Discretionary 6.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
– –
-14,000
27
– –
-45,000
28
– –
-12,600
29
– –
-30,000
30
– –
-54,000
1
2