ALS

Andrew L. Share Portfolio holdings

AUM $144M
1-Year Est. Return 35.62%
This Quarter Est. Return
1 Year Est. Return
+35.62%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$98.7M
AUM Growth
+$5.78M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3
New
Increased
Reduced
Closed

Top Buys

1 +$5.21M
2 +$800K

Top Sells

1 +$25.3M

Sector Composition

1 Energy 74.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$73.9M 74.85%
3,318,500
-1,138,000
2
$19.6M 19.87%
980,000
+40,000
3
$5.21M 5.28%
+510,000