AAM
Anglepoint Asset Management Portfolio holdings
AUM
$1.28B
1-Year Return
132.1%
This Quarter Return
+51.63%
1 Year Return
+132.1%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$865M
AUM Growth
+$181M
(+26%)
Cap. Flow
-$86.5M
Cap. Flow
% of AUM
-10.01%
Top 10 Holdings %
Top 10 Hldgs %
67.28%
Holding
27
New
2
Increased
2
Reduced
4
Closed
1
Top Buys
| 1 |
Meta Platforms (Facebook)
META
|
$34.5M |
| 2 |
XYZ
Block, Inc.
XYZ
|
$24M |
| 3 |
XP
XP
|
$4.74M |
| 4 |
ZTO Express
ZTO
|
$784K |
Top Sells
| 1 |
iQIYI
IQ
|
$96.5M |
| 2 |
Pinduoduo
PDD
|
$19.7M |
| 3 |
Alibaba
BABA
|
$14.4M |
| 4 |
Uber
UBER
|
$13.3M |
| 5 |
Apple
AAPL
|
$6.76M |
Sector Composition
| 1 | Financials | 32.59% |
| 2 | Consumer Discretionary | 25.34% |
| 3 | Communication Services | 16.86% |
| 4 | Consumer Staples | 13.35% |
| 5 | Technology | 11.62% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
|
26
ZTO Express
ZTO
$14.5B
| $784K | 0.09% |
+21,350
| New | +$784K |
|
|
27
Apple
AAPL
$3.56T
| – | – |
-106,400
| Closed | -$6.76M |
|