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
101
$328K 0.08%
5,314
+25
102
$326K 0.08%
4,811
-796
103
$321K 0.08%
750
104
$319K 0.08%
+3,038
105
$298K 0.07%
7,721
-653
106
$292K 0.07%
889
+2
107
$285K 0.07%
2,311
-214
108
$270K 0.06%
1,043
+63
109
$247K 0.06%
8,342
110
$247K 0.06%
1,091
+3
111
$243K 0.06%
2,104
+1
112
$234K 0.06%
1,629
+3
113
$222K 0.05%
+2,807
114
$203K 0.05%
+2,828
115
$191K 0.05%
12,725
-1,575
116
$30.3K 0.01%
24,268
117
$19.2K ﹤0.01%
15,853
118
– –
-5,662
119
– –
-1,011
120
– –
-1,705
121
– –
-22,165
122
– –
-10,880
123
– –
-1,222
1 2 3 4
5