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
$832M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
15
New
Increased
Reduced
Closed

Top Buys

1
+$145M
2
+$133M
3
+$89.5M
4
IQ icon
iQIYI
IQ
+$74M
5
TSLA icon
Tesla
TSLA
+$71.7M

Top Sells

No sells this quarter

Sector Composition

1 Consumer Discretionary 46.05%
2 Communication Services 22.01%
3 Consumer Staples 19.71%
4 Technology 12.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$145M 17.48%
+685,738
2
$133M 16%
+2,762,349
3
$89.5M 10.76%
+969,120
4
$74M 8.89%
+3,504,619
5
$71.7M 8.62%
+2,571,000
6
$60.4M 7.26%
+294,497
7
$48.7M 5.86%
+2,617,521
8
$38.1M 4.58%
+1,008,625
9
$37.5M 4.51%
+511,036
10
$36.7M 4.41%
+1,233,695
11
$30.8M 3.71%
+254,300
12
$26.8M 3.22%
+428,675
13
$19.7M 2.36%
+558,400
14
$18.6M 2.24%
+32,600
15
$768K 0.09%
+333,333