AAM

AO Asset Management Portfolio holdings

AUM $145M
1-Year Est. Return 15.82%
This Quarter Est. Return
1 Year Est. Return
-15.82%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.51B
AUM Growth
+$116M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
53
New
Increased
Reduced
Closed

Top Buys

1
+$37.3M
2
+$34.1M
3
+$30.1M
4
TWLO icon
Twilio
TWLO
+$28.3M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$25.8M

Top Sells

1
+$47.1M
2
+$35.1M
3
+$31.4M
4
ZNGA
ZYNGA INC. CL A COMMON
ZNGA
+$29.7M
5
TEAM icon
Atlassian
TEAM
+$28.8M

Sector Composition

1 Technology 63.49%
2 Communication Services 18.37%
3 Consumer Discretionary 10.38%
4 Financials 2.26%
5 Real Estate 1.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
– –
-850,000
52
– –
-145,100
53
– –
-75,800
1 2
3