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
-$636K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
55
New
Increased
Reduced
Closed

Top Buys

1
+$2.52M
2
+$861K
3
+$779K
4
COST icon
Costco
COST
+$520K
5
BYND icon
Beyond Meat
BYND
+$473K

Top Sells

1
+$2.17M
2
+$1M
3
+$791K
4
TSLA icon
Tesla
TSLA
+$760K
5
YETI icon
Yeti Holdings
YETI
+$645K

Sector Composition

1 Consumer Discretionary 22.09%
2 Communication Services 20.73%
3 Technology 20.3%
4 Consumer Staples 13.41%
5 Industrials 11.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$791K 0.66%
9,025
-720
27
$770K 0.64%
31,799
-50
28
$662K 0.55%
11,368
-200
29
$657K 0.54%
4,199
-140
30
$532K 0.44%
4,115
-680
31
$480K 0.4%
3,863
-8
32
$455K 0.38%
104,520
-54,280
33
$434K 0.36%
2,978
-2,477
34
$422K 0.35%
2,370
+270
35
$418K 0.35%
3,663
+90
36
$411K 0.34%
2,545
37
$406K 0.34%
3,450
38
$377K 0.31%
8,317
-430
39
$358K 0.3%
1,850
40
$336K 0.28%
4,013
-50
41
$328K 0.27%
2,600
42
$279K 0.23%
6,095
-590
43
$259K 0.21%
3,155
-20
44
$258K 0.21%
8,840
45
$234K 0.19%
2,150
46
$231K 0.19%
1,950
47
$224K 0.19%
4,535
-50
48
$26K 0.02%
10,000
49
– –
-2,788
50
– –
-1,260
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2
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