ACM

Aljian Capital Management Portfolio holdings

AUM $497M
1-Year Est. Return 30.13%
This Quarter Est. Return
1 Year Est. Return
+30.13%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$421M
AUM Growth
-$39M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
123
New
Increased
Reduced
Closed

Top Buys

1
+$1.08M
2
+$986K
3
+$602K
4
NET icon
Cloudflare
NET
+$590K
5
ORCL icon
Oracle
ORCL
+$533K

Top Sells

1
+$1.73M
2
+$974K
3
+$733K
4
AAPL icon
Apple
AAPL
+$624K
5
PFE icon
Pfizer
PFE
+$289K

Sector Composition

1 Technology 33.49%
2 Consumer Discretionary 15.36%
3 Consumer Staples 15.1%
4 Communication Services 14.39%
5 Healthcare 6.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.08M 0.26%
+3,952
52
$1.05M 0.25%
2,422
+7
53
$1.03M 0.25%
14,359
+371
54
$1.01M 0.24%
1,218
+3
55
$986K 0.23%
+4,888
56
$933K 0.22%
13,777
+428
57
$928K 0.22%
3,509
+7
58
$922K 0.22%
2,403
+234
59
$891K 0.21%
25,561
60
$880K 0.21%
3,270
+5
61
$874K 0.21%
8,506
+155
62
$812K 0.19%
2,325
-11
63
$802K 0.19%
4,562
+5
64
$789K 0.19%
4,501
+1,945
65
$759K 0.18%
9,400
66
$744K 0.18%
23,816
+4,483
67
$738K 0.18%
5,279
+3,813
68
$735K 0.17%
4,391
-97
69
$703K 0.17%
3,100
-100
70
$681K 0.16%
4,105
+100
71
$681K 0.16%
2,883
+52
72
$676K 0.16%
2,719
-38
73
$675K 0.16%
3,400
-500
74
$671K 0.16%
5,754
+46
75
$664K 0.16%
3,241
+161
1 2
3
4 5