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
1
$94M 10.88%
2,030,064
2
$91.8M 10.62%
425,534
-66,570
3
$90.6M 10.48%
1,324,611
4
$65.5M 7.58%
624,200
+228,800
5
$51.1M 5.91%
595,400
-229,400
6
$43.4M 5.02%
219,600
7
$37.7M 4.36%
137,100
8
$37.3M 4.31%
208,900
9
$35.8M 4.14%
852,002
+112,769
10
$34.5M 3.99%
+152,000
11
$33.6M 3.89%
558,400
12
$31.7M 3.67%
164,100
13
$31.1M 3.59%
105,100
14
$29.8M 3.45%
958,600
-427,800
15
$28.8M 3.33%
576,394
16
$27.1M 3.14%
82,300
17
$24.8M 2.87%
190,400
18
$21.5M 2.48%
155,660
19
$21.1M 2.44%
21,400
20
$13.5M 1.56%
582,264
-4,160,145
21
$6.25M 0.72%
35,900
22
$5.17M 0.6%
25,400
23
$3.71M 0.43%
124,500
24
$2.67M 0.31%
10
25
$1.33M 0.15%
333,333
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