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
$455M
AUM Growth
+$34.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
124
New
Increased
Reduced
Closed

Top Buys

1
+$573K
2
+$429K
3
+$404K
4
NET icon
Cloudflare
NET
+$403K
5
CRWV
CoreWeave Inc
CRWV
+$321K

Top Sells

1
+$2.15M
2
+$1.96M
3
+$1.49M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$1.27M
5
MSFT icon
Microsoft
MSFT
+$1.13M

Sector Composition

1 Technology 35.03%
2 Communication Services 15.32%
3 Consumer Discretionary 14.91%
4 Consumer Staples 14.33%
5 Industrials 6.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$321K 0.07%
+1,966
102
$320K 0.07%
4,612
-123
103
$320K 0.07%
2,820
-120
104
$319K 0.07%
2,540
105
$311K 0.07%
4,618
-193
106
$294K 0.06%
890
+1
107
$287K 0.06%
8,342
108
$280K 0.06%
2,104
109
$270K 0.06%
2,265
-46
110
$259K 0.06%
1,632
+3
111
$255K 0.06%
1,094
+3
112
$251K 0.06%
+1,385
113
$239K 0.05%
2,825
+18
114
$237K 0.05%
+1,644
115
$220K 0.05%
+292
116
$214K 0.05%
+1,032
117
$214K 0.05%
12,752
+27
118
$207K 0.05%
+704
119
$207K 0.05%
+888
120
$23.4K 0.01%
24,268
121
$15.7K ﹤0.01%
15,853
122
– –
-3,400
123
– –
-1,043
124
– –
-2,828
1 2 3 4
5