ACM

Aljian Capital Management Portfolio holdings

AUM $502M
1-Year Est. Return 26.44%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+26.44%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$502M
AUM Growth
+$5.37M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
126
New
Increased
Reduced
Closed

Top Buys

1
+$735K
2
+$566K
3
+$451K
4
NFLX icon
Netflix
NFLX
+$399K
5
GD icon
General Dynamics
GD
+$346K

Top Sells

1
+$5.4M
2
+$2.3M
3
+$1.13M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$1M
5
NVDA icon
NVIDIA
NVDA
+$932K

Sector Composition

1 Technology 36.6%
2 Communication Services 20.29%
3 Consumer Discretionary 13.48%
4 Consumer Staples 11.64%
5 Financials 5.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
MRK icon
76
Merck
MRK
$269B
$626K 0.12%
5,949
+33
CVX icon
77
Chevron
CVX
$342B
$620K 0.12%
4,066
-203
SATS icon
78
EchoStar
SATS
$32.7B
$566K 0.11%
+5,204
GILD icon
79
Gilead Sciences
GILD
$173B
$552K 0.11%
4,501
-385
INTC icon
80
Intel
INTC
$243B
$489K 0.1%
13,257
-200
SCHW icon
81
Charles Schwab
SCHW
$184B
$489K 0.1%
4,893
+5
MDT icon
82
Medtronic
MDT
$129B
$482K 0.1%
5,016
-55
AMP icon
83
Ameriprise Financial
AMP
$48.4B
$472K 0.09%
963
-19
BROS icon
84
Dutch Bros
BROS
$7.3B
$469K 0.09%
7,664
-25
ADBE icon
85
Adobe
ADBE
$120B
$464K 0.09%
1,327
-388
CRCL
86
Circle Internet Group
CRCL
$15.9B
$460K 0.09%
5,806
-2,809
DD icon
87
DuPont de Nemours
DD
$18.7B
$460K 0.09%
11,437
-16,908
MO icon
88
Altria Group
MO
$100B
$457K 0.09%
7,920
+38
Q
89
Qnity Electronics Inc
Q
$20.9B
$451K 0.09%
+5,518
LVS icon
90
Las Vegas Sands
LVS
$35.6B
$439K 0.09%
6,747
-208
STX icon
91
Seagate
STX
$97.3B
$425K 0.08%
1,544
BIIB icon
92
Biogen
BIIB
$25.8B
$425K 0.08%
2,415
WM icon
93
Waste Management
WM
$89.9B
$420K 0.08%
1,909
-104
PEP icon
94
PepsiCo
PEP
$203B
$418K 0.08%
2,911
-185
VZ icon
95
Verizon
VZ
$168B
$410K 0.08%
10,067
-2,692
SONY icon
96
Sony
SONY
$133B
$386K 0.08%
15,085
-520
CRWV
97
CoreWeave Inc
CRWV
$51.9B
$363K 0.07%
5,067
-2,263
BABA icon
98
Alibaba
BABA
$416B
$358K 0.07%
2,445
-250
MPC icon
99
Marathon Petroleum
MPC
$52.8B
$356K 0.07%
2,190
-237
BRK.B icon
100
Berkshire Hathaway Class B
BRK.B
$1.03T
$348K 0.07%
693
2 3
4
5 6