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
$223M
AUM Growth
+$46.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
19
New
Increased
Reduced
Closed

Top Buys

1
+$8.04M
2
+$5.74M
3
+$4.76M
4
AVGO icon
Broadcom
AVGO
+$3.79M
5
MNDY icon
monday.com
MNDY
+$3.42M

Top Sells

1
+$8.16M

Sector Composition

1 Technology 52.4%
2 Consumer Discretionary 6.99%
3 Financials 2.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$34.6M 15.55%
77,995
2
$27.6M 12.39%
122,630
3
$26.6M 11.95%
63,237
4
$23.3M 10.47%
44,580
5
$21M 9.44%
273,150
6
$19.9M 8.95%
88,209
+15,145
7
$13.6M 6.11%
79,403
8
$12.4M 5.55%
136,800
+88,950
9
$10.3M 4.64%
291,921
10
$9.82M 4.41%
54,404
+31,785
11
$4.9M 2.2%
17,550
12
$4.76M 2.14%
+7,590
13
$3.79M 1.7%
+28,600
14
$3.73M 1.67%
2,466
-5,400
15
$2.47M 1.11%
+127,500
16
$2.34M 1.05%
+24,148
17
$649K 0.29%
89,966
18
$450K 0.2%
8,700
19
$424K 0.19%
23,810