ACM
Afton Capital Management Portfolio holdings
AUM
$30.6M
This Quarter Return
+9.55%
1 Year Return
+56.8%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$54.1M
AUM Growth
+$54.1M
(-6.1%)
Cap. Flow
-$3.56M
Cap. Flow
% of AUM
-6.58%
Top 10 Holdings %
Top 10 Hldgs %
44.05%
Holding
52
New
24
Increased
2
Reduced
8
Closed
15
Top Buys
| 1 |
Comscore
SCOR
|
$2.28M |
| 2 |
BAC.WS.A
Bank Of America Corporation Ws A
BAC.WS.A
|
$2.11M |
| 3 |
ZAYO
Zayo Group Holdings, Inc.
ZAYO
|
$2.11M |
| 4 |
TriNet
TNET
|
$2.03M |
| 5 |
RKT
ROCK-TENN COMPANY CL-A
RKT
|
$1.98M |
Top Sells
| 1 |
MHR
MAGNUM HUNTER RESOURCES CORP (DEL)
MHR
|
$3.88M |
| 2 |
GDP
GOODRICH PETROLEUM CORP(NEW)
GDP
|
$3.25M |
| 3 |
Eagle Materials
EXP
|
$3.06M |
| 4 |
Alphabet (Google) Class C
GOOG
|
$2.94M |
| 5 |
Bank of America
BAC
|
$2.9M |
Sector Composition
| 1 | Industrials | 24.84% |
| 2 | Consumer Discretionary | 21.99% |
| 3 | Communication Services | 12.33% |
| 4 | Energy | 6.63% |
| 5 | Financials | 5.17% |