ALAM

Asahi Life Asset Management Portfolio holdings

AUM $171M
1-Year Est. Return 25.48%
This Quarter Est. Return
1 Year Est. Return
+25.48%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$164M
AUM Growth
-$1.16M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
224
New
Increased
Reduced
Closed

Top Buys

1
+$3.48M
2
+$761K
3
+$695K
4
PLTR icon
Palantir
PLTR
+$673K
5
LOW icon
Lowe's Companies
LOW
+$540K

Top Sells

1
+$1M
2
+$719K
3
+$703K
4
JPM icon
JPMorgan Chase
JPM
+$690K
5
VZ icon
Verizon
VZ
+$683K

Sector Composition

1 Technology 28.85%
2 Financials 17.37%
3 Consumer Discretionary 12.67%
4 Healthcare 11.95%
5 Industrials 8.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.62M 0.99%
12,516
+3,173
27
$1.59M 0.97%
17,562
-1,117
28
$1.58M 0.96%
8,916
-427
29
$1.46M 0.89%
3,215
-270
30
$1.08M 0.66%
10,818
-6,487
31
$1.03M 0.63%
16,616
-3,747
32
$994K 0.61%
1,115
+423
33
$993K 0.61%
16,776
-7,347
34
$993K 0.61%
8,916
-2,682
35
$940K 0.57%
5,290
+1,090
36
$926K 0.56%
8,605
+1,890
37
$916K 0.56%
1,186
-870
38
$858K 0.52%
1,630
-755
39
$853K 0.52%
5,120
-600
40
$795K 0.48%
868
-70
41
$761K 0.46%
+718
42
$705K 0.43%
1,586
+850
43
$702K 0.43%
5,830
+1,090
44
$687K 0.42%
1,093
+465
45
$675K 0.41%
8,916
-427
46
$674K 0.41%
4,040
-230
47
$673K 0.41%
+8,900
48
$646K 0.39%
4,205
-50
49
$641K 0.39%
1,288
+595
50
$619K 0.38%
8,800
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