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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
$717M
AUM Growth
+$29.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
55
New
Increased
Reduced
Closed

Top Buys

1
+$20.3M
2
+$17M
3
+$16.9M
4
LRCX icon
Lam Research
LRCX
+$13M
5
CONE
CyrusOne Inc Common Stock
CONE
+$12.8M

Top Sells

1
+$37.3M
2
+$25.8M
3
+$24.6M
4
ADSK icon
Autodesk
ADSK
+$23.5M
5
EBAY icon
eBay
EBAY
+$23.2M

Sector Composition

1 Technology 34.57%
2 Communication Services 27.62%
3 Financials 9.53%
4 Consumer Discretionary 8.71%
5 Real Estate 4.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
– –
-248,850
52
– –
-159,950
53
– –
-215,700
54
– –
-63,330
1 2
3