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
$134M
AUM Growth
+$13.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
49
New
Increased
Reduced
Closed

Top Buys

1
+$744K
2
+$464K
3
+$422K
4
HD icon
Home Depot
HD
+$363K
5
AAPL icon
Apple
AAPL
+$356K

Top Sells

1
+$715K
2
+$481K
3
+$181K
4
MAR icon
Marriott International
MAR
+$77.4K
5
W icon
Wayfair
W
+$66.2K

Sector Composition

1 Technology 23.03%
2 Consumer Discretionary 22.38%
3 Communication Services 20.87%
4 Consumer Staples 12.31%
5 Industrials 9.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$741K 0.55%
4,124
-75
27
$688K 0.51%
11,368
28
$672K 0.5%
8,886
+2,531
29
$652K 0.49%
7,214
-733
30
$573K 0.43%
3,925
-190
31
$554K 0.41%
94,120
-10,400
32
$508K 0.38%
3,352
-511
33
$486K 0.36%
2,370
34
$481K 0.36%
3,450
35
$446K 0.33%
1,850
36
$443K 0.33%
2,600
37
$407K 0.3%
2,390
-155
38
$400K 0.3%
4,248
+585
39
$396K 0.3%
2,619
-359
40
$332K 0.25%
7,462
-855
41
$330K 0.25%
3,798
-215
42
$313K 0.23%
6,035
-60
43
$311K 0.23%
8,840
44
$259K 0.19%
1,950
45
$250K 0.19%
+6,045
46
$244K 0.18%
2,150
47
$232K 0.17%
4,535
48
$228K 0.17%
3,105
-50
49
$32K 0.02%
10,000
1
2