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
$233M
AUM Growth
+$24.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
59
New
Increased
Reduced
Closed

Top Buys

1
+$1.49M
2
+$492K
3
+$472K
4
PYPL icon
PayPal
PYPL
+$462K
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$393K

Top Sells

1
+$1.04M
2
+$982K
3
+$726K
4
UNH icon
UnitedHealth
UNH
+$575K
5
BA icon
Boeing
BA
+$359K

Sector Composition

1 Technology 28.51%
2 Consumer Discretionary 26.91%
3 Communication Services 22.94%
4 Consumer Staples 9.55%
5 Healthcare 4.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.5M 0.64%
13,443
-405
27
$1.28M 0.55%
24,477
+301
28
$1.21M 0.52%
4,147
+1,585
29
$1.13M 0.49%
7,750
+860
30
$1.13M 0.48%
42,701
+12,557
31
$1.02M 0.44%
13,944
-259
32
$843K 0.36%
3,769
+5
33
$781K 0.33%
10,205
-817
34
$767K 0.33%
7,085
-1,377
35
$695K 0.3%
2,000
36
$601K 0.26%
3,647
-195
37
$544K 0.23%
2,500
38
$529K 0.23%
15,028
+5,724
39
$506K 0.22%
3,250
-100
40
$471K 0.2%
5,013
41
$465K 0.2%
2,339
-355
42
$436K 0.19%
3,765
+40
43
$412K 0.18%
6,955
+1,395
44
$393K 0.17%
+1,562
45
$391K 0.17%
1,424
+102
46
$356K 0.15%
3,400
-50
47
$351K 0.15%
1,440
-200
48
$342K 0.15%
10,000
-2,660
49
$340K 0.15%
8,240
-400
50
$293K 0.13%
11,189
-1,700
1
2
3