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
$183M
AUM Growth
-$63.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
59
New
Increased
Reduced
Closed

Top Buys

1
+$686K
2
+$397K
3
+$337K
4
CRWD icon
CrowdStrike
CRWD
+$267K
5
LULU icon
lululemon athletica
LULU
+$255K

Top Sells

1
+$830K
2
+$660K
3
+$559K
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$553K
5
COST icon
Costco
COST
+$505K

Sector Composition

1 Technology 29.36%
2 Consumer Discretionary 22%
3 Communication Services 20.04%
4 Consumer Staples 13.71%
5 Healthcare 5.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$209K 0.11%
+2,194
52
$176K 0.1%
19,589
-5,130
53
$170K 0.09%
13,200
-3,619
54
$164K 0.09%
10,000
55
$43K 0.02%
62,532
56
– –
-7,060
57
– –
-2,150
58
– –
-9,550
59
– –
-1,645
1 2
3