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ALAM

Asahi Life Asset Management Portfolio holdings

AUM $155M
1-Year Est. Return 28.74%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+28.74%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$679M
AUM Growth
+$62.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
290
New
Increased
Reduced
Closed

Top Buys

1
+$5.12M
2
+$1.2M
3
+$1.11M
4
CVX icon
Chevron
CVX
+$1.04M
5
MCD icon
McDonald's
MCD
+$943K

Top Sells

1
+$2.09M
2
+$639K
3
+$574K
4
OXY icon
Occidental Petroleum
OXY
+$487K
5
TRP icon
TC Energy
TRP
+$479K

Sector Composition

1 Financials 18.87%
2 Technology 17.55%
3 Industrials 16.9%
4 Healthcare 14.23%
5 Consumer Discretionary 11.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
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277
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278
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-1,000
279
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-6,255
280
– –
-2,710
281
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-1,900
282
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-2,700
283
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-383
284
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-260
285
– –
-4,040
286
– –
-1,300
287
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-2,460
288
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-7,950
289
– –
-1,860
290
– –
-1,070
8 9 10 11
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