AI

Aperture Investors Portfolio holdings

AUM $720M
1-Year Est. Return 34.53%
This Quarter Est. Return
1 Year Est. Return
+34.53%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$629M
AUM Growth
-$183M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
93
New
Increased
Reduced
Closed

Top Buys

1
+$15.1M
2
+$13.4M
3
+$7.82M
4
CRH icon
CRH
CRH
+$7.04M
5
VXUS icon
Vanguard Total International Stock ETF
VXUS
+$4.9M

Top Sells

1
+$21.5M
2
+$16.4M
3
+$14M
4
HLMN icon
Hillman Solutions
HLMN
+$14M
5
VST icon
Vistra
VST
+$13.3M

Sector Composition

1 Industrials 24.15%
2 Technology 19.49%
3 Consumer Discretionary 19.1%
4 Communication Services 9.96%
5 Materials 8.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$294K 0.05%
4,340
77
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-69,491
78
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-553,746
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0
82
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83
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-24,325
84
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0
85
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86
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87
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-76,682
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-108,221
90
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-197,314
91
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0
92
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93
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-200,445
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