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
76
$680K 0.14%
2,191
-1,701
77
$663K 0.13%
4,269
-45
78
$656K 0.13%
4,897
+1,377
79
$630K 0.13%
3,395
-2
80
$615K 0.12%
3,457
-642
81
$605K 0.12%
1,715
-542
82
$561K 0.11%
12,759
-586
83
$542K 0.11%
4,886
+17
84
$521K 0.1%
7,882
-34
85
$497K 0.1%
5,916
-31
86
$483K 0.1%
5,071
87
$482K 0.1%
982
+2
88
$482K 0.1%
2,695
-125
89
$474K 0.1%
12,085
+400
90
$468K 0.09%
2,427
+8
91
$467K 0.09%
4,888
+5
92
$451K 0.09%
13,457
-2,501
93
$449K 0.09%
15,605
94
$445K 0.09%
2,013
-112
95
$435K 0.09%
3,096
+8
96
$402K 0.08%
7,689
+775
97
$374K 0.08%
6,955
-574
98
$364K 0.07%
1,544
-100
99
$364K 0.07%
750
100
$348K 0.07%
693
-10
1 2 3
4
5