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
$183M
AUM Growth
-$63.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
59
New
Increased
Reduced
Closed

Top Buys

1
+$686K
2
+$397K
3
+$337K
4
CRWD icon
CrowdStrike
CRWD
+$267K
5
LULU icon
lululemon athletica
LULU
+$255K

Top Sells

1
+$830K
2
+$660K
3
+$559K
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$553K
5
COST icon
Costco
COST
+$505K

Sector Composition

1 Technology 29.36%
2 Consumer Discretionary 22%
3 Communication Services 20.04%
4 Consumer Staples 13.71%
5 Healthcare 5.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$811K 0.44%
4,483
+920
27
$769K 0.42%
10,136
-530
28
$744K 0.41%
3,554
+285
29
$686K 0.38%
+3,072
30
$660K 0.36%
3,656
+100
31
$527K 0.29%
2,976
-72
32
$508K 0.28%
6,219
-1,102
33
$475K 0.26%
8,340
+882
34
$444K 0.24%
1,020
35
$432K 0.24%
3,000
36
$427K 0.23%
2,400
37
$388K 0.21%
3,643
-30
38
$381K 0.21%
2,989
+425
39
$366K 0.2%
11,542
+3,813
40
$343K 0.19%
3,170
+30
41
$333K 0.18%
1,370
-10
42
$325K 0.18%
2,900
43
$318K 0.17%
3,750
44
$306K 0.17%
1,419
-98
45
$305K 0.17%
1,900
46
$263K 0.14%
3,438
47
$250K 0.14%
8,070
48
$232K 0.13%
20,961
-3,157
49
$211K 0.12%
4,846
-718
50
$210K 0.11%
3,028
+251
1
2
3