AAM

Anglepoint Asset Management Portfolio holdings

AUM $1.28B
1-Year Est. Return 132.1%
This Quarter Est. Return
1 Year Est. Return
+132.1%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$683M
AUM Growth
-$149M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
28
New
Increased
Reduced
Closed

Top Buys

1
+$38.2M
2
+$33.9M
3
+$29M
4
V icon
Visa
V
+$26.4M
5
MA icon
Mastercard
MA
+$25.4M

Top Sells

1
+$79.3M
2
+$76.6M
3
+$71.7M
4
META icon
Meta Platforms (Facebook)
META
+$60.4M
5
BABA icon
Alibaba
BABA
+$37.7M

Sector Composition

1 Financials 31.14%
2 Consumer Discretionary 25.41%
3 Communication Services 19.75%
4 Consumer Staples 13.34%
5 Technology 10.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
– –
-294,497
27
– –
-2,571,000
28
– –
-333,333
1
2