AAM

Arohi Asset Management Portfolio holdings

AUM $372M
1-Year Est. Return 82.18%
This Quarter Est. Return
1 Year Est. Return
+82.18%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$372M
AUM Growth
+$74.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
6
New
Increased
Reduced
Closed

Top Buys

1
+$45.1M
2
+$17.2M
3
+$6.78M
4
TTD icon
Trade Desk
TTD
+$5.74M

Top Sells

1
+$37.7M

Sector Composition

1 Consumer Discretionary 87.9%
2 Technology 10.56%
3 Communication Services 1.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
SE icon
1
Sea Limited
SE
$91.6B
$233M 62.47%
1,453,979
+42,385
GLBE icon
2
Global E Online
GLBE
$5.88B
$94.7M 25.43%
2,822,884
+1,345,156
DV icon
3
DoubleVerify
DV
$1.98B
$17.2M 4.62%
+1,149,890
TEAM icon
4
Atlassian
TEAM
$42.8B
$11.5M 3.1%
56,834
-185,388
FTNT icon
5
Fortinet
FTNT
$65.6B
$10.6M 2.84%
99,852
TTD icon
6
Trade Desk
TTD
$25.4B
$5.74M 1.54%
+79,800