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
$233M
AUM Growth
+$24.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
59
New
Increased
Reduced
Closed

Top Buys

1
+$1.49M
2
+$492K
3
+$472K
4
PYPL icon
PayPal
PYPL
+$462K
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$393K

Top Sells

1
+$1.04M
2
+$982K
3
+$726K
4
UNH icon
UnitedHealth
UNH
+$575K
5
BA icon
Boeing
BA
+$359K

Sector Composition

1 Technology 28.51%
2 Consumer Discretionary 26.91%
3 Communication Services 22.94%
4 Consumer Staples 9.55%
5 Healthcare 4.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$267K 0.11%
2,150
-100
52
$224K 0.1%
4,235
+200
53
$212K 0.09%
10,786
+2,084
54
– –
-1,410
55
– –
-29,100
56
– –
-1,125
57
– –
-1,248
58
– –
-17,883
59
– –
-800
1 2
3