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
$62.3M
AUM Growth
-$34.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
17
New
Increased
Reduced
Closed

Top Buys

1
+$8.61M
2
+$8.6M
3
+$8.53M
4
MU icon
Micron Technology
MU
+$4.09M
5
ADBE icon
Adobe
ADBE
+$3.85M

Top Sells

1
+$13.5M
2
+$9.72M
3
+$8.19M
4
WDAY icon
Workday
WDAY
+$6.97M
5
BL icon
BlackLine
BL
+$6.52M

Sector Composition

1 Technology 100%
2 Healthcare 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$13.8M 22.09%
31,000
+5,500
2
$12.2M 19.67%
112,000
+72,000
3
$11.6M 18.58%
51,000
+4,500
4
$9.28M 14.9%
+340,000
5
$8.04M 12.91%
+68,000
6
$3.74M 6.01%
+48,000
7
$3.65M 5.85%
+8,000
8
– –
-8,000
9
– –
-63,000
10
– –
-66,000
11
– –
-8,000
12
– –
-13,878
13
– –
-25,500
14
– –
-55,000
15
– –
-25,500
16
– –
0
17
– –
-95,000