ACM

Alethea Capital Management Portfolio holdings

AUM $132M
1-Year Est. Return 11.5%
This Quarter Est. Return
1 Year Est. Return
+11.5%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$97.3M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
78
New
Increased
Reduced
Closed

Top Buys

1 +$14.3M
2 +$5.81M
3 +$4.62M
4
AVB icon
AvalonBay Communities
AVB
+$2.77M
5
ESS icon
Essex Property Trust
ESS
+$2.74M

Top Sells

No sells this quarter

Sector Composition

1 Financials 16.35%
2 Industrials 14.02%
3 Technology 8.94%
4 Real Estate 8.78%
5 Healthcare 7.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
$20K 0.02%
+413
77
0
78
0