AI

Aperture Investors Portfolio holdings

AUM $716M
1-Year Est. Return 24.13%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+24.13%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$397M
AUM Growth
+$22M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
90
New
Increased
Reduced
Closed

Top Buys

1
+$8M
2
+$7.33M
3
+$6.08M
4
ETSY icon
Etsy
ETSY
+$4.86M
5
FISV
Fiserv Inc
FISV
+$4.75M

Top Sells

1
+$11.3M
2
+$9.56M
3
+$7.6M
4
DSGX icon
Descartes Systems
DSGX
+$7.34M
5
AVLR
Avalara, Inc.
AVLR
+$5.68M

Sector Composition

1 Consumer Discretionary 27.81%
2 Technology 24.81%
3 Communication Services 14.03%
4 Industrials 13.11%
5 Materials 8.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
– –
-9,955
77
– –
-19,258
78
– –
-24,809
79
– –
0
80
– –
-2,413
81
– –
-13,426
82
– –
-60,093
83
– –
-44,711
84
– –
-116,796
85
– –
-4,698
86
– –
-42,679
87
– –
-150,253
88
– –
-19,365
89
– –
-461,257
1 2 3
4