AGM

Aragon Global Management Portfolio holdings

AUM $249M
1-Year Est. Return 39.17%
This Quarter Est. Return
1 Year Est. Return
+39.17%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$260M
AUM Growth
-$9.58M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
26
New
Increased
Reduced
Closed

Top Buys

1 +$10.7M
2 +$9.56M
3 +$6.45M
4
GS icon
Goldman Sachs
GS
+$5.67M
5
TSLA icon
Tesla
TSLA
+$3.16M

Top Sells

1 +$10.7M
2 +$7.13M
3 +$5.19M
4
KBWB icon
Invesco KBW Bank ETF
KBWB
+$4.61M
5
BX icon
Blackstone
BX
+$2.46M

Sector Composition

1 Technology 40.28%
2 Consumer Discretionary 10.06%
3 Financials 9.33%
4 Communication Services 4.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
KRE icon
26
SPDR S&P Regional Banking ETF
KRE
$3.93B
-24,200