ACM

Alethea Capital Management Portfolio holdings

AUM $206M
1-Year Est. Return 94.95%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+94.95%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$86M
AUM Growth
+$20.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
103
New
Increased
Reduced
Closed

Top Buys

1
+$2.94M
2
+$2.57M
3
+$2.54M
4
LEG icon
Leggett & Platt
LEG
+$2.5M
5
ABBV icon
AbbVie
ABBV
+$2.45M

Top Sells

1
+$2.86M
2
+$2.6M
3
+$2.4M
4
KMI icon
Kinder Morgan
KMI
+$1.96M
5
UBS icon
UBS Group
UBS
+$1.85M

Sector Composition

1 Financials 17.02%
2 Consumer Discretionary 16.99%
3 Healthcare 12.05%
4 Industrials 8.91%
5 Consumer Staples 8.71%
Name Market Value Portfolio Weight Shares or Principal Change
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