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
$122M
AUM Growth
-$12.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
49
New
Increased
Reduced
Closed

Top Buys

1
+$873K
2
+$595K
3
+$590K
4
NVDA icon
NVIDIA
NVDA
+$440K
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$332K

Top Sells

1
+$400K
2
+$313K
3
+$311K
4
MSFT icon
Microsoft
MSFT
+$302K
5
AAPL icon
Apple
AAPL
+$288K

Sector Composition

1 Consumer Discretionary 24.61%
2 Technology 21.86%
3 Communication Services 21.66%
4 Consumer Staples 13.49%
5 Industrials 8.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$656K 0.54%
10,908
-460
27
$607K 0.5%
9,107
+221
28
$572K 0.47%
4,024
-100
29
$495K 0.41%
3,775
-150
30
$419K 0.34%
7,843
+629
31
$375K 0.31%
2,250
-120
32
$374K 0.31%
36,489
+5,040
33
$371K 0.3%
1,830
-20
34
$337K 0.28%
2,468
+78
35
$333K 0.27%
3,627
+177
36
$302K 0.25%
2,600
37
$292K 0.24%
3,698
-100
38
$275K 0.23%
3,682
+330
39
$268K 0.22%
2,209
-410
40
$239K 0.2%
7,475
+1,430
41
$215K 0.18%
6,992
-470
42
$35K 0.03%
10,000
43
– –
-8,840
44
– –
-4,535
45
– –
-1,950
46
– –
-4,248
47
– –
-3,105
48
– –
-2,150
49
– –
-6,035
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