AAM
Arohi Asset Management Portfolio holdings
AUM
$333M
1-Year Est. Return
18.98%
This Fund
S&P 500
1 Year Est. Return
+18.98%
AUM
$395M
AUM Growth
+$22.9M
(+6.2%)
Holding
6
Sector Composition
| 1 | Consumer Discretionary | 90.58% |
| 2 | Communication Services | 5.21% |
| 3 | Technology | 4.21% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
1
Sea Limited
SE
$50.9B
| $224M | 56.58% |
1,251,241
-202,738
|
|
||
2
Global E Online
GLBE
$5.9B
| $134M | 33.99% |
3,757,091
+934,207
|
|
||
3
DoubleVerify
DV
$1.65B
| $20.6M | 5.21% |
1,717,770
+567,880
|
|
||
4
Atlassian
TEAM
$19.8B
| $16.7M | 4.21% |
104,294
+47,460
|
|
||
5
Fortinet
FTNT
$61.7B
| – | – |
-99,852
|
|
||
6
Trade Desk
TTD
$13B
| – | – |
-79,800
|
|