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
$121M
AUM Growth
-$636K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
55
New
Increased
Reduced
Closed

Top Buys

1 +$2.52M
2 +$861K
3 +$779K
4
COST icon
Costco
COST
+$520K
5
BYND icon
Beyond Meat
BYND
+$473K

Top Sells

1 +$2.17M
2 +$1M
3 +$791K
4
TSLA icon
Tesla
TSLA
+$760K
5
YETI icon
Yeti Holdings
YETI
+$645K

Sector Composition

1 Consumer Discretionary 22.09%
2 Communication Services 20.73%
3 Technology 20.3%
4 Consumer Staples 13.41%
5 Industrials 11.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
-1,793
52
-6,910
53
-51,030
54
-22,292
55
-8,857