AAM
Arohi Asset Management Portfolio holdings
AUM
$372M
This Quarter Return
+15.75%
1 Year Return
+82.18%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$243M
AUM Growth
+$12.6M
(+5.5%)
Cap. Flow
-$21M
Cap. Flow
% of AUM
-8.64%
Top 10 Holdings %
Top 10 Hldgs %
100%
Holding
4
New
1
Increased
1
Reduced
2
Closed
–
Top Buys
| 1 |
Global E Online
GLBE
|
$10M |
| 2 |
Fortinet
FTNT
|
$1.44M |
Top Sells
| 1 |
Sea Limited
SE
|
$31.2M |
| 2 |
Atlassian
TEAM
|
$1.23M |
Sector Composition
| 1 | Consumer Discretionary | 62.62% |
| 2 | Technology | 37.38% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
|
1
Sea Limited
SE
$107B
| $142M | 58.51% |
1,992,258
-437,296
| -18% | -$31.2M |
|
|
2
Atlassian
TEAM
$44.8B
| $86.7M | 35.66% |
490,228
-6,939
| -1% | -$1.23M |
|
|
3
Global E Online
GLBE
$5.69B
| $10M | 4.11% |
+275,633
| New | +$10M |
|
|
4
Fortinet
FTNT
$58.7B
| $4.18M | 1.72% |
69,352
+23,900
| +53% | +$1.44M |
|