ACM

Aljian Capital Management Portfolio holdings

AUM $487M
1-Year Est. Return 31.87%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+31.87%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$497M
AUM Growth
+$41.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
124
New
Increased
Reduced
Closed

Top Buys

1
+$1.14M
2
+$635K
3
+$627K
4
ORCL icon
Oracle
ORCL
+$380K
5
PECO icon
Phillips Edison & Co
PECO
+$280K

Top Sells

1
+$1.11M
2
+$1.11M
3
+$957K
4
AAPL icon
Apple
AAPL
+$815K
5
INTU icon
Intuit
INTU
+$646K

Sector Composition

1 Technology 37.21%
2 Communication Services 17.27%
3 Consumer Discretionary 13.49%
4 Consumer Staples 12.45%
5 Industrials 6.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.39M 0.48%
23,516
-75
27
$2.38M 0.48%
3,872
28
$2.28M 0.46%
3,103
-149
29
$2.23M 0.45%
13,037
+140
30
$2.2M 0.44%
42,549
-1,866
31
$2.18M 0.44%
112,633
32
$2.16M 0.43%
10,064
-1,604
33
$2.16M 0.43%
8,278
+81
34
$2.09M 0.42%
24,675
+1,928
35
$2.04M 0.41%
6,727
+199
36
$2.02M 0.41%
7,199
+1,494
37
$1.89M 0.38%
5,733
+115
38
$1.75M 0.35%
10,831
+335
39
$1.74M 0.35%
5,800
-15
40
$1.74M 0.35%
17,775
+386
41
$1.73M 0.35%
4,613
-75
42
$1.73M 0.35%
10,370
-153
43
$1.72M 0.35%
3,020
44
$1.65M 0.33%
5,846
-31
45
$1.63M 0.33%
4,791
-1,126
46
$1.62M 0.33%
10,275
-100
47
$1.46M 0.29%
6,310
-16
48
$1.35M 0.27%
8,337
-6
49
$1.33M 0.27%
15,846
+270
50
$1.31M 0.26%
11,636
-60
1
2
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