ACM
Aljian Capital Management Portfolio holdings
AUM
$455M
This Quarter Return
+11.1%
1 Year Return
+20.09%
3 Year Return
+148.67%
5 Year Return
+212.97%
10 Year Return
–
AUM
$197M
AUM Growth
+$197M
(+11%)
Cap. Flow
+$2.9M
Cap. Flow
% of AUM
1.47%
Top 10 Holdings %
Top 10 Hldgs %
74.37%
Holding
51
New
3
Increased
23
Reduced
19
Closed
1
Top Buys
| 1 |
NextEra Energy, Inc.
NEE
|
$784K |
| 2 |
Amazon
AMZN
|
$674K |
| 3 |
Uber
UBER
|
$630K |
| 4 |
NVIDIA
NVDA
|
$372K |
| 5 |
DocuSign
DOCU
|
$327K |
Top Sells
| 1 |
Costco
COST
|
$590K |
| 2 |
ProShares Short S&P500
SH
|
$451K |
| 3 |
Alphabet (Google) Class A
GOOGL
|
$205K |
| 4 |
L3Harris
LHX
|
$137K |
| 5 |
ProShares Short QQQ
PSQ
|
$117K |
Sector Composition
| 1 | Technology | 28.21% |
| 2 | Consumer Discretionary | 27.01% |
| 3 | Communication Services | 21.03% |
| 4 | Consumer Staples | 10.82% |
| 5 | Healthcare | 4.71% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
|
51
ProShares Short S&P500
SH
$1.25B
| – | – |
-22,148
| Closed | -$451K |
|