ACM

Aljian Capital Management Portfolio holdings

AUM $502M
1-Year Est. Return 26.38%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+26.38%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$182M
AUM Growth
-$782K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
55
New
Increased
Reduced
Closed

Top Buys

1
+$660K
2
+$530K
3
+$519K
4
UPS icon
United Parcel Service
UPS
+$438K
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$245K

Top Sells

1
+$977K
2
+$686K
3
+$583K
4
W icon
Wayfair
W
+$211K
5
PYPL icon
PayPal
PYPL
+$210K

Sector Composition

1 Technology 29.16%
2 Consumer Discretionary 23.56%
3 Communication Services 18.15%
4 Consumer Staples 13.96%
5 Healthcare 5.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$116K 0.06%
10,319
-10,642
52
– –
-3,028
53
– –
-2,194
54
– –
-3,072
55
– –
-4,846
1 2
3