We are live on ! Find out more
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
$164M
AUM Growth
-$1.16M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
224
New
Increased
Reduced
Closed

Top Buys

1
+$3.82M
2
+$727K
3
+$713K
4
VRTX icon
Vertex Pharmaceuticals
VRTX
+$593K
5
LOW icon
Lowe's Companies
LOW
+$585K

Top Sells

1
+$977K
2
+$720K
3
+$720K
4
WFC icon
Wells Fargo
WFC
+$719K
5
JPM icon
JPMorgan Chase
JPM
+$670K

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
201
– –
-2,280
202
– –
-7,000
203
– –
-7,370
204
– –
-7,700
205
– –
-3,285
206
– –
-2,770
207
– –
-8,930
208
– –
-875
209
– –
-1,080
210
– –
-2,790
211
– –
-15,980
212
– –
-11,130
213
– –
-11,110
214
– –
-1,690
215
– –
-2,120
216
– –
-3,980
217
– –
-4,190
218
– –
-1,160
219
– –
-7,528
220
– –
-12,720
221
– –
-3,520
222
– –
-5,660
223
– –
-4,330
224
– –
-2,755
5 6 7 8
9