AAM

Arohi Asset Management Portfolio holdings

AUM $333M
1-Year Est. Return 18.98%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.98%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$333M
AUM Growth
-$61.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
7
New
Increased
Reduced
Closed

Top Buys

1
+$11.2M
2
+$8.71M
3
+$2.04M
4
TEAM icon
Atlassian
TEAM
+$1.29M
5
GLBE icon
Global E Online
GLBE
+$861K

Top Sells

1
+$20.6M
2
+$17.7M

Sector Composition

1 Consumer Discretionary 91.29%
2 Technology 8.71%
3 Communication Services 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
GLBE icon
1
Global E Online
GLBE
$5.9B
$149M 44.58%
3,780,304
+23,213
SE icon
2
Sea Limited
SE
$50.9B
$144M 43.32%
1,131,800
-119,441
TEAM icon
3
Atlassian
TEAM
$19.8B
$18.2M 5.47%
112,501
+8,207
AMZN icon
4
Amazon
AMZN
$2.23T
$11.3M 3.39%
+49,012
TOST icon
5
Toast
TOST
$16.3B
$8.58M 2.57%
+241,500
U icon
6
Unity
U
$8.41B
$2.21M 0.66%
+50,000
DV icon
7
DoubleVerify
DV
$1.65B
– –
-1,717,770