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
$209M
AUM Growth
+$12M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
60
New
Increased
Reduced
Closed

Top Buys

1
+$1.58M
2
+$1.07M
3
+$1.04M
4
PLTR icon
Palantir
PLTR
+$705K
5
AAPL icon
Apple
AAPL
+$641K

Top Sells

1
+$681K
2
+$461K
3
+$428K
4
NOC icon
Northrop Grumman
NOC
+$189K
5
SBUX icon
Starbucks
SBUX
+$97.4K

Sector Composition

1 Technology 27.45%
2 Consumer Discretionary 27.3%
3 Communication Services 22.27%
4 Consumer Staples 9.37%
5 Healthcare 4.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$320K 0.15%
5,560
+15
52
$319K 0.15%
12,889
-400
53
$278K 0.13%
+1,248
54
$266K 0.13%
2,250
55
$225K 0.11%
4,035
-600
56
$210K 0.1%
800
57
$207K 0.1%
+8,702
58
$180K 0.09%
+2,700
59
– –
-5,450
60
– –
-5,940
1 2
3