ACM
Aljian Capital Management Portfolio holdings
AUM
$455M
This Quarter Return
+2.6%
1 Year Return
+20.09%
3 Year Return
+148.67%
5 Year Return
+212.97%
10 Year Return
–
AUM
$229M
AUM Growth
+$229M
(-1.9%)
Cap. Flow
-$5.4M
Cap. Flow
% of AUM
-2.36%
Top 10 Holdings %
Top 10 Hldgs %
73.85%
Holding
53
New
–
Increased
16
Reduced
30
Closed
1
Top Buys
| 1 |
NVIDIA
NVDA
|
$4.89M |
| 2 |
ProShares Short S&P500
SH
|
$1.75M |
| 3 |
UnitedHealth
UNH
|
$277K |
| 4 |
CrowdStrike
CRWD
|
$256K |
| 5 |
Home Depot
HD
|
$239K |
Top Sells
| 1 |
Alphabet (Google) Class A
GOOGL
|
$3.24M |
| 2 |
Costco
COST
|
$3.16M |
| 3 |
Apple
AAPL
|
$2.36M |
| 4 |
Alphabet (Google) Class C
GOOG
|
$1.88M |
| 5 |
Deckers Outdoor
DECK
|
$410K |
Sector Composition
| 1 | Technology | 28.43% |
| 2 | Consumer Discretionary | 26.23% |
| 3 | Communication Services | 22.9% |
| 4 | Consumer Staples | 9.72% |
| 5 | Healthcare | 4.17% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
51
Plug Power
PLUG
$1.81B
| $257K | 0.11% |
10,000
| – | – |
|
52
Cisco
CSCO
$274B
| $232K | 0.1% |
4,235
| – | – |
|
53
Rackspace Technology
RXT
$302M
| – | – |
-10,786
| Closed | -$212K |
|