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
$865M
AUM Growth
+$181M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
27
New
Increased
Reduced
Closed

Top Buys

1 +$34.5M
2 +$24M
3 +$4.74M
4
ZTO icon
ZTO Express
ZTO
+$784K

Top Sells

1 +$96.5M
2 +$19.7M
3 +$14.4M
4
UBER icon
Uber
UBER
+$13.3M
5
AAPL icon
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 Change
in Stake
Capital Flow
26
$784K 0.09%
+21,350
27
-106,400