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
76
$643K 0.15%
5,742
-1
77
$610K 0.15%
13,448
-1,135
78
$602K 0.14%
+5,125
79
$587K 0.14%
11,685
-600
80
$574K 0.14%
3,459
-59
81
$551K 0.13%
6,140
+141
82
$491K 0.12%
2,122
+42
83
$474K 0.11%
978
+1
84
$473K 0.11%
7,876
+61
85
$469K 0.11%
7,593
-410
86
$458K 0.11%
5,102
87
$457K 0.11%
3,049
-112
88
$456K 0.11%
857
89
$434K 0.1%
15,343
-1,877
90
$413K 0.1%
+3,115
91
$400K 0.1%
2,745
-112
92
$399K 0.09%
6,110
-1,060
93
$396K 0.09%
15,605
-25
94
$389K 0.09%
2,940
-354
95
$382K 0.09%
4,878
+7
96
$373K 0.09%
16,418
-2,673
97
$372K 0.09%
3,401
-19
98
$348K 0.08%
2,540
-20
99
$336K 0.08%
4,735
+217
100
$335K 0.08%
4,821
+30
1 2 3
4
5