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
$198M
AUM Growth
+$24.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
52
New
Increased
Reduced
Closed

Top Buys

1
+$445K
2
+$431K
3
+$263K
4
UPS icon
United Parcel Service
UPS
+$197K
5
RTX icon
RTX Corp
RTX
+$149K

Top Sells

1
+$1.22M
2
+$693K
3
+$670K
4
CRWD icon
CrowdStrike
CRWD
+$640K
5
AAPL icon
Apple
AAPL
+$550K

Sector Composition

1 Technology 30.86%
2 Consumer Discretionary 21.74%
3 Communication Services 17.85%
4 Consumer Staples 13.71%
5 Industrials 5.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$798K 0.4%
25,561
-100
27
$685K 0.35%
7,147
-1,842
28
$549K 0.28%
2,400
29
$504K 0.25%
1,581
+69
30
$489K 0.25%
3,000
31
$448K 0.23%
3,668
-185
32
$445K 0.22%
+2,096
33
$435K 0.22%
4,444
+1,520
34
$420K 0.21%
2,712
-215
35
$406K 0.2%
3,700
36
$360K 0.18%
1,700
-200
37
$352K 0.18%
2,700
-200
38
$335K 0.17%
3,413
-425
39
$309K 0.16%
1,280
40
$302K 0.15%
2,985
-50
41
$247K 0.12%
1,664
+110
42
$228K 0.12%
7,970
-1,500
43
$191K 0.1%
10,750
-5,985
44
$138K 0.07%
+2,260
45
$117K 0.06%
10,000
46
$92.8K 0.05%
1,020
47
$40.4K 0.02%
+15,853
48
$10K 0.01%
62,532
49
– –
-23,773
50
– –
-6,078
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