ACM

Aljian Capital Management Portfolio holdings

AUM $455M
1-Year Est. Return 20.09%
This Quarter Est. Return
1 Year Est. Return
+20.09%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$121M
AUM Growth
+$3.44M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
55
New
Increased
Reduced
Closed

Top Buys

1
+$799K
2
+$509K
3
+$342K
4
LULU icon
lululemon athletica
LULU
+$259K
5
YETI icon
Yeti Holdings
YETI
+$249K

Top Sells

1
+$725K
2
+$420K
3
+$384K
4
SBUX icon
Starbucks
SBUX
+$369K
5
FDX icon
FedEx
FDX
+$266K

Sector Composition

1 Consumer Discretionary 23.75%
2 Communication Services 21.07%
3 Technology 20.38%
4 Consumer Staples 11.55%
5 Industrials 10.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$808K 0.67%
9,745
-105
27
$760K 0.63%
51,030
-9,165
28
$724K 0.6%
31,849
-3,410
29
$668K 0.55%
4,795
-41
30
$654K 0.54%
4,339
-210
31
$652K 0.54%
158,800
-176,560
32
$645K 0.53%
22,292
+8,592
33
$592K 0.49%
11,568
-348
34
$543K 0.45%
3,871
-63
35
$509K 0.42%
+3,168
36
$421K 0.35%
2,545
+80
37
$405K 0.33%
2,100
-630
38
$386K 0.32%
3,450
39
$384K 0.32%
3,573
-99
40
$372K 0.31%
8,747
-470
41
$354K 0.29%
2,600
42
$345K 0.28%
1,260
43
$342K 0.28%
4,063
-425
44
$342K 0.28%
+2,505
45
$341K 0.28%
1,850
46
$310K 0.26%
6,685
-50
47
$257K 0.21%
3,175
-50
48
$256K 0.21%
8,840
-54
49
$251K 0.21%
4,585
50
$243K 0.2%
1,950
1
2
3