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Crosslink Capital Portfolio holdings

AUM $1.37B
1-Year Est. Return 8.32%
This Quarter Est. Return
1 Year Est. Return
-8.32%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$485M
AUM Growth
+$138M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
29
New
Increased
Reduced
Closed

Top Buys

1
+$11.3M
2
+$10.4M
3
+$9.51M
4
AVLR
Avalara, Inc.
AVLR
+$8.71M
5
LRCX icon
Lam Research
LRCX
+$8.43M

Top Sells

1
+$61.1M
2
+$15.2M
3
+$7.77M
4
FIS icon
Fidelity National Information Services
FIS
+$7.37M
5
MPWR icon
Monolithic Power Systems
MPWR
+$5.87M

Sector Composition

1 Technology 67.43%
2 Consumer Discretionary 22.48%
3 Financials 6.52%
4 Communication Services 3.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
– –
-238,367
27
– –
-35,059
1
2