ACMH

Andar Capital Management (HK) Portfolio holdings

AUM $85.6M
1-Year Est. Return 44.61%
This Quarter Est. Return
1 Year Est. Return
+44.61%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$49.7M
AUM Growth
-$3.41M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
19
New
Increased
Reduced
Closed

Top Buys

1
+$5.19M
2
+$4.93M
3
+$4.77M
4
SMAR
Smartsheet Inc.
SMAR
+$4.21M
5
AMD icon
Advanced Micro Devices
AMD
+$2.16M

Top Sells

1
+$6.07M
2
+$4.74M
3
+$4.09M
4
NOW icon
ServiceNow
NOW
+$3.88M
5
PINS icon
Pinterest
PINS
+$2.73M

Sector Composition

1 Technology 89.94%
2 Consumer Discretionary 10.06%
3 Communication Services 0%
4 Healthcare 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$5.95M 11.97%
50,000
+14,000
2
$5.45M 10.96%
16,000
-12,000
3
$5.19M 10.43%
+128,000
4
$5.01M 10.08%
44,000
+19,000
5
$5M 10.06%
60,000
-28,000
6
$4.93M 9.92%
+12,000
7
$4.77M 9.59%
+55,000
8
$4.21M 8.46%
+110,000
9
$2.87M 5.76%
5,100
-6,900
10
$2.62M 5.28%
26,000
+8,000
11
$2.12M 4.25%
50,000
-112,000
12
$1.61M 3.24%
+3,300
13
– –
-6,800
14
– –
-30,000
15
– –
-44,000
16
– –
-33,000
17
– –
-14,000
18
– –
-6,000
19
– –
-100,000