MAM

Maytree Asset Management Portfolio holdings

AUM $135M
1-Year Est. Return 67.78%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+67.78%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$95.1M
AUM Growth
+$41.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
34
New
Increased
Reduced
Closed

Top Buys

1
+$31.2M
2
+$9.47M
3
+$7.28M
4
FUTU icon
Futu Holdings
FUTU
+$3.12M
5
CRM icon
Salesforce
CRM
+$2.64M

Top Sells

1
+$8.4M
2
+$4.2M
3
+$3.45M
4
LI icon
Li Auto
LI
+$990K
5
ENPH icon
Enphase Energy
ENPH
+$385K

Sector Composition

1 Consumer Discretionary 37.79%
2 Technology 27.71%
3 Financials 6.42%
4 Utilities 0.21%
5 Communication Services 0.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$98.4K 0.1%
+10,230
27
– –
-611,822
28
– –
-12,950
29
– –
-3,186
30
– –
-32,700
31
– –
-17,993
32
– –
-19,648
33
– –
-200,470
34
– –
-918
1
2