AAM

Arohi Asset Management Portfolio holdings

AUM $395M
1-Year Est. Return 63.97%
This Quarter Est. Return
1 Year Est. Return
+63.97%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$395M
AUM Growth
+$22.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
6
New
Increased
Reduced
Closed

Top Buys

1
+$33.4M
2
+$7.58M
3
+$6.8M

Top Sells

1
+$36.2M
2
+$10.6M
3
+$5.74M

Sector Composition

1 Consumer Discretionary 90.58%
2 Communication Services 5.21%
3 Technology 4.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
SE icon
1
Sea Limited
SE
$74B
$224M 56.58%
1,251,241
-202,738
GLBE icon
2
Global E Online
GLBE
$6.81B
$134M 33.99%
3,757,091
+934,207
DV icon
3
DoubleVerify
DV
$1.76B
$20.6M 5.21%
1,717,770
+567,880
TEAM icon
4
Atlassian
TEAM
$42.6B
$16.7M 4.21%
104,294
+47,460
FTNT icon
5
Fortinet
FTNT
$61.1B
– –
-99,852
TTD icon
6
Trade Desk
TTD
$17.7B
– –
-79,800