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
$129M
AUM Growth
+$48.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
17
New
Increased
Reduced
Closed

Top Buys

1
+$11.6M
2
+$6.22M
3
+$6.09M
4
NOW icon
ServiceNow
NOW
+$6.08M
5
TWLO icon
Twilio
TWLO
+$5.9M

Top Sells

1
+$7.27M
2
+$3.34M
3
+$2.73M
4
CRNC icon
Cerence
CRNC
+$2.46M
5
EGHT icon
8x8 Inc
EGHT
+$2.43M

Sector Composition

1 Technology 77.52%
2 Healthcare 18.05%
3 Communication Services 4.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$23.2M 18.01%
464,000
-30,000
2
$18.1M 14.09%
99,000
+20,000
3
$13.3M 10.29%
+28,784
4
$11.5M 8.95%
437,000
+62,000
5
$11.5M 8.91%
199,000
+66,500
6
$10.6M 8.27%
27,000
+17,000
7
$9.99M 7.76%
51,000
+3,000
8
$6.68M 5.19%
+26,000
9
$6.59M 5.12%
+60,000
10
$6.34M 4.93%
+57,000
11
$5.71M 4.43%
+28,000
12
$5.23M 4.06%
49,000
-25,000
13
– –
-90,000
14
– –
-75,000
15
– –
-30,000
16
– –
-12,000
17
– –
0