We are live on ! Find out more
AC

Albar Capital Portfolio holdings

AUM $445M
1-Year Est. Return 55.79%
This Fund
S&P 500
This Quarter Est. Return
+7%
1 Year Est. Return
+55.79%
3 Year Est. Return
+162.69%
5 Year Est. Return
+663.25%
10 Year Est. Return
–
AUM
$445M
AUM Growth
-$211M
Cap. Flow
-$238M
Cap. Flow %
-53.56%
Top 10 Hldgs %
71.19%
Holding
49
New
16
Increased
1
Reduced
13
Closed
19

Top Buys

1
ETN icon
Eaton
ETN
+$25.8M
2
AMZN icon
Amazon
AMZN
+$20.5M
3
ALLE icon
Allegion
ALLE
+$16.3M
4
SOXX icon
iShares Semiconductor ETF
SOXX
+$13.6M
5
RTX icon
RTX Corp
RTX
+$12.9M

Top Sells

1
MSFT icon
Microsoft
MSFT
+$60.9M
2
IFF icon
International Flavors & Fragrances
IFF
+$55.5M
3
NXPI icon
NXP Semiconductors
NXPI
+$30.6M
4
CRH icon
CRH
CRH
+$20.9M
5
TSM icon
TSMC
TSM
+$20.5M

Sector Composition

1 Materials 28.2%
2 Technology 27.51%
3 Industrials 27.12%
4 Consumer Discretionary 10.27%

No holdings matched the selected filter criteria.

1 2

Similar funds

NIC
Northwest Investment Counselors Lake Oswego, Oregon $442M AUM 29.9% 1-Year Est. Return
KC
Kingfisher Capital Charlotte, North Carolina $437M AUM 41.72% 1-Year Est. Return
MRCM
M&R Capital Management Summit, New Jersey $454M AUM 40.11% 1-Year Est. Return
EDRIA
Edmonds Duncan Registered Investment Advisors Lawrence, Kansas $457M AUM 23% 1-Year Est. Return
PAEMF
Panview Asian Equity Master Fund Central, Hong Kong $430M AUM 88.73% 1-Year Est. Return
SFP
Sweet Financial Partners Fairmont, Minnesota $462M AUM 26.73% 1-Year Est. Return
WCA
Waypoint Capital Advisors Minneapolis, Minnesota $470M AUM 32.8% 1-Year Est. Return
ECU
Eisler Capital (UK) London, United Kingdom $420M AUM 0.34% 1-Year Est. Return