FGIM
First Growth Investment Manager Portfolio holdings
AUM
$58M
This Quarter Return
-3.71%
1 Year Return
+29.68%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$130M
AUM Growth
+$130M
(-4.3%)
Cap. Flow
+$7.68M
Cap. Flow
% of AUM
5.9%
Top 10 Holdings %
Top 10 Hldgs %
66.08%
Holding
26
New
1
Increased
17
Reduced
6
Closed
–
Top Buys
| 1 |
MakeMyTrip
MMYT
|
$5.96M |
| 2 |
MongoDB
MDB
|
$308K |
| 3 |
AVLR
Avalara, Inc.
AVLR
|
$300K |
| 4 |
Zoom
ZM
|
$257K |
| 5 |
HubSpot
HUBS
|
$250K |
Top Sells
| 1 |
BlackLine
BL
|
$54.2K |
| 2 |
Twilio
TWLO
|
$17K |
| 3 |
COUP
Coupa Software Incorporated
COUP
|
$12.7K |
| 4 |
Atlassian
TEAM
|
$10.5K |
| 5 |
FIVE9
FIVN
|
$7.82K |
Sector Composition
| 1 | Technology | 89.61% |
| 2 | Consumer Discretionary | 10.39% |
| 3 | Communication Services | 0% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
26
Pinterest
PINS
$24.9B
| – | – |
0
| – | – |
|