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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
$180M
AUM Growth
+$9.05M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
215
New
Increased
Reduced
Closed

Top Buys

1
+$733K
2
+$696K
3
+$657K
4
NEE icon
NextEra Energy
NEE
+$620K
5
PFE icon
Pfizer
PFE
+$616K

Top Sells

1
+$779K
2
+$647K
3
+$596K
4
ETN icon
Eaton
ETN
+$585K
5
NVDA icon
NVIDIA
NVDA
+$584K

Sector Composition

1 Technology 28.88%
2 Financials 18.65%
3 Consumer Discretionary 12.39%
4 Healthcare 10.25%
5 Industrials 9.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$368K 0.2%
1,450
-120
127
$368K 0.2%
+9,840
128
$367K 0.2%
+4,170
129
$365K 0.2%
+9,802
130
$362K 0.2%
1,675
-1,300
131
$361K 0.2%
+1,030
132
$358K 0.2%
+7,310
133
$358K 0.2%
+6,310
134
$357K 0.2%
523
-440
135
$357K 0.2%
6,591
+1,071
136
$355K 0.2%
+4,186
137
$351K 0.19%
+7,322
138
$347K 0.19%
+3,939
139
$344K 0.19%
+650
140
$327K 0.18%
+2,265
141
$316K 0.18%
+2,520
142
$312K 0.17%
8,330
143
$290K 0.16%
+822
144
$289K 0.16%
+1,958
145
$287K 0.16%
+1,142
146
$278K 0.15%
1,554
-802
147
$272K 0.15%
+1,100
148
$257K 0.14%
+2,637
149
$234K 0.13%
+978
150
$228K 0.13%
2,407
-3,303
4 5
6
7 8