ARAM

Ardmore Road Asset Management Portfolio holdings

AUM $1.32B
1-Year Est. Return 39.61%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+39.61%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$975M
AUM Growth
+$289M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
51
New
Increased
Reduced
Closed

Top Buys

1
+$78.4M
2
+$43.5M
3
+$40.7M
4
NFLX icon
Netflix
NFLX
+$33.3M
5
META icon
Meta Platforms (Facebook)
META
+$32.3M

Top Sells

1
+$44.3M
2
+$34.2M
3
+$33.1M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$28.6M
5
MSFT icon
Microsoft
MSFT
+$25.3M

Sector Composition

1 Technology 39.65%
2 Consumer Discretionary 29.71%
3 Communication Services 20.91%
4 Financials 4.79%
5 Real Estate 1.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
– –
-350,000
1 2
3