ACM

Aljian Capital Management Portfolio holdings

AUM $487M
1-Year Est. Return 31.87%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+31.87%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$497M
AUM Growth
+$41.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
124
New
Increased
Reduced
Closed

Top Buys

1
+$1.14M
2
+$635K
3
+$627K
4
ORCL icon
Oracle
ORCL
+$380K
5
PECO icon
Phillips Edison & Co
PECO
+$280K

Top Sells

1
+$1.11M
2
+$1.11M
3
+$957K
4
AAPL icon
Apple
AAPL
+$815K
5
INTU icon
Intuit
INTU
+$646K

Sector Composition

1 Technology 37.21%
2 Communication Services 17.27%
3 Consumer Discretionary 13.49%
4 Consumer Staples 12.45%
5 Industrials 6.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.21M 0.24%
7,868
-405
52
$1.19M 0.24%
10,428
-616
53
$1.19M 0.24%
4,273
+70
54
$1.14M 0.23%
8,615
+7,230
55
$1.11M 0.22%
5,665
+125
56
$1.03M 0.21%
13,630
+1
57
$1M 0.2%
7,330
+5,364
58
$995K 0.2%
2,995
-47
59
$978K 0.2%
3,504
-5
60
$958K 0.19%
4,004
-58
61
$929K 0.19%
1,218
-1
62
$924K 0.19%
28,345
-517
63
$921K 0.19%
4,582
-3
64
$918K 0.18%
5,774
+16
65
$825K 0.17%
18,301
-830
66
$805K 0.16%
2,325
67
$794K 0.16%
11,601
+2,866
68
$782K 0.16%
3,944
+3,002
69
$773K 0.16%
2,740
+10
70
$767K 0.15%
3,100
71
$759K 0.15%
3,830
+313
72
$750K 0.15%
25,561
73
$736K 0.15%
2,279
-46
74
$720K 0.15%
9,591
+115
75
$681K 0.14%
2,883
-15
1 2
3
4 5