ACM

Aljian Capital Management Portfolio holdings

AUM $455M
1-Year Est. Return 20.09%
This Quarter Est. Return
1 Year Est. Return
+20.09%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$460M
AUM Growth
+$32.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
124
New
Increased
Reduced
Closed

Top Buys

1
+$1.74M
2
+$1.47M
3
+$1.44M
4
NFLX icon
Netflix
NFLX
+$1.37M
5
CRM icon
Salesforce
CRM
+$1.08M

Top Sells

1
+$5.74M
2
+$1.53M
3
+$938K
4
ZS icon
Zscaler
ZS
+$870K
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$645K

Sector Composition

1 Technology 34.56%
2 Consumer Discretionary 17.87%
3 Communication Services 15.63%
4 Consumer Staples 13.36%
5 Financials 5.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$289K 0.06%
10,880
-579
102
$288K 0.06%
2,525
+7
103
$279K 0.06%
3,294
-745
104
$277K 0.06%
+5,289
105
$255K 0.06%
1,626
+3
106
$245K 0.05%
887
-49
107
$244K 0.05%
1,466
+1
108
$233K 0.05%
14,300
-110
109
$232K 0.05%
22,165
-11,958
110
$229K 0.05%
1,222
-6
111
$228K 0.05%
1,011
-33
112
$228K 0.05%
1,705
-275
113
$213K 0.05%
1,088
+4
114
$212K 0.05%
5,662
-172
115
$27.7K 0.01%
15,853
116
$26.7K 0.01%
24,268
-500
117
– –
-2,448
118
– –
-339
119
– –
-1,685
120
– –
-3,071
121
– –
-10,234
122
– –
-10,000
123
– –
-1,869
124
– –
-258
1 2 3 4
5