AAM

Arohi Asset Management Portfolio holdings

AUM $372M
1-Year Return 82.18%
This Quarter Return
+27.18%
1 Year Return
+82.18%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$367M
AUM Growth
+$63.6M
Cap. Flow
-$12.8M
Cap. Flow %
-3.5%
Top 10 Hldgs %
100%
Holding
5
New
–
Increased
3
Reduced
2
Closed
–

Top Buys

1
ILMN icon
Illumina
ILMN
$7.76M
2
FTNT icon
Fortinet
FTNT
$2.88M
3
GLBE icon
Global E Online
GLBE
$633K

Top Sells

1
SE icon
Sea Limited
SE
$13.4M
2
TEAM icon
Atlassian
TEAM
$10.7M

Sector Composition

1 Consumer Discretionary 63.4%
2 Technology 32.18%
3 Healthcare 4.42%
Name Market Value Portfolio Weight Shares or Principal Shares
Change % 		Capital Flow
SE icon
1
Sea Limited
SE
$112B
$198M 53.86%
1,861,758
-126,200
-6% -$13.4M
TEAM icon
2
Atlassian
TEAM
$44.2B
$109M 29.61%
446,194
-44,034
-9% -$10.7M
GLBE icon
3
Global E Online
GLBE
$5.93B
$35M 9.53%
641,206
+11,600
+2% +$633K
ILMN icon
4
Illumina
ILMN
$15.3B
$16.2M 4.42%
121,270
+58,070
+92% +$7.76M
FTNT icon
5
Fortinet
FTNT
$58.7B
$9.43M 2.57%
99,852
+30,500
+44% +$2.88M