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
$156M
AUM Growth
+$34.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
49
New
Increased
Reduced
Closed

Top Buys

1
+$773K
2
+$682K
3
+$589K
4
SHOP icon
Shopify
SHOP
+$410K
5
HD icon
Home Depot
HD
+$328K

Top Sells

1
+$1.06M
2
+$664K
3
+$556K
4
INTU icon
Intuit
INTU
+$471K
5
W icon
Wayfair
W
+$366K

Sector Composition

1 Consumer Discretionary 27.12%
2 Technology 25.53%
3 Communication Services 20.83%
4 Consumer Staples 11.78%
5 Industrials 5.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$773K 0.5%
+4,488
27
$717K 0.46%
11,936
+1,028
28
$660K 0.42%
3,772
-252
29
$541K 0.35%
3,850
+223
30
$511K 0.33%
2,250
31
$432K 0.28%
1,830
32
$410K 0.26%
+4,320
33
$348K 0.22%
3,700
-75
34
$333K 0.21%
22,239
-14,250
35
$331K 0.21%
2,223
-245
36
$329K 0.21%
2,600
37
$327K 0.21%
3,573
-125
38
$275K 0.18%
7,600
+125
39
$227K 0.15%
+1,166
40
$222K 0.14%
+9,340
41
$219K 0.14%
+851
42
$212K 0.14%
+4,535
43
$82K 0.05%
10,000
44
$9K 0.01%
+12
45
– –
-7,144
46
– –
-2,209
47
– –
-3,682
48
– –
-6,992
49
– –
-7,107
1
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