AAM
Arohi Asset Management Portfolio holdings
AUM
$372M
This Quarter Return
+11.12%
1 Year Return
+82.18%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$231M
AUM Growth
+$231M
(+11%)
Cap. Flow
+$14.6M
Cap. Flow
% of AUM
6.32%
Top 10 Holdings %
Top 10 Hldgs %
100%
Holding
3
New
1
Increased
1
Reduced
–
Closed
–
Top Buys
| 1 |
Sea Limited
SE
|
$11.5M |
| 2 |
Fortinet
FTNT
|
$3.1M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Consumer Discretionary | 56.59% |
| 2 | Technology | 43.41% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
|
1
Sea Limited
SE
$106B
| $130M | 56.59% |
2,429,554
+213,432
| +10% | +$11.5M |
|
2
Atlassian
TEAM
$45.3B
| $97M | 42.07% |
497,167
| – | – |
|
|
3
Fortinet
FTNT
$58.9B
| $3.1M | 1.35% |
+45,452
| New | +$3.1M |
|