AAM

Areion Asset Management Portfolio holdings

AUM $7.82M
1-Year Est. Return 22.09%
This Quarter Est. Return
1 Year Est. Return
+22.09%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$20.1M
AUM Growth
+$20K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3
New
Increased
Reduced
Closed

Top Buys

No buys this quarter

Top Sells

1 +$226K
2 +$7.41K

Sector Composition

1 Consumer Discretionary 61.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
TSLA icon
1
Tesla
TSLA
$1.46T
$12.3M 61.38%
54,366
-996
SRNGU
2
DELISTED
Soaring Eagle Acquisition Corp. Unit
SRNGU
$4.02M 20.03%
379,644
-700
SVFAU
3
DELISTED
SVF Investment Corp. Unit
SVFAU
$3.73M 18.58%
366,654