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
$298M
AUM Growth
-$68.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
5
New
Increased
Reduced
Closed

Top Buys

1
+$29.8M

Top Sells

1
+$58.7M
2
+$43.3M
3
+$16.2M

Sector Composition

1 Consumer Discretionary 79.52%
2 Technology 20.48%
3 Healthcare 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
SE icon
1
Sea Limited
SE
$91.6B
$184M 61.83%
1,411,594
-450,164
GLBE icon
2
Global E Online
GLBE
$5.88B
$52.7M 17.68%
1,477,728
+836,522
TEAM icon
3
Atlassian
TEAM
$42.8B
$51.4M 17.26%
242,222
-203,972
FTNT icon
4
Fortinet
FTNT
$65.1B
$9.61M 3.23%
99,852
ILMN icon
5
Illumina
ILMN
$15.4B
– –
-121,270