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
$178M
AUM Growth
+$22.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
52
New
Increased
Reduced
Closed

Top Buys

1
+$1.74M
2
+$793K
3
+$627K
4
DKNG icon
DraftKings
DKNG
+$550K
5
SH icon
ProShares Short S&P500
SH
+$451K

Top Sells

1
+$1.14M
2
+$596K
3
+$554K
4
COST icon
Costco
COST
+$456K
5
LHX icon
L3Harris
LHX
+$383K

Sector Composition

1 Consumer Discretionary 27.71%
2 Technology 27.28%
3 Communication Services 19.69%
4 Consumer Staples 11.78%
5 Healthcare 4.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$970K 0.54%
5,845
-618
27
$941K 0.53%
8,920
-245
28
$810K 0.45%
11,764
-172
29
$716K 0.4%
3,718
-54
30
$627K 0.35%
+7,570
31
$588K 0.33%
2,250
32
$561K 0.31%
3,780
+80
33
$550K 0.31%
+9,398
34
$534K 0.3%
5,220
+900
35
$466K 0.26%
1,840
+10
36
$451K 0.25%
+5,537
37
$401K 0.23%
3,696
+123
38
$372K 0.21%
1,500
-1,100
39
$356K 0.2%
3,700
-150
40
$303K 0.17%
2,183
-40
41
$287K 0.16%
+3,970
42
$265K 0.15%
+3,696
43
$262K 0.15%
1,106
-60
44
$233K 0.13%
+2,250
45
$225K 0.13%
9,340
46
$224K 0.13%
+800
47
$220K 0.12%
14,589
-7,650
48
$134K 0.08%
10,000
49
– –
-4,535
50
– –
-851
1
2
3