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
$121M
AUM Growth
-$636K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
55
New
Increased
Reduced
Closed

Top Buys

1
+$2.52M
2
+$861K
3
+$779K
4
COST icon
Costco
COST
+$520K
5
BYND icon
Beyond Meat
BYND
+$473K

Top Sells

1
+$2.17M
2
+$1M
3
+$791K
4
TSLA icon
Tesla
TSLA
+$760K
5
YETI icon
Yeti Holdings
YETI
+$645K

Sector Composition

1 Consumer Discretionary 22.09%
2 Communication Services 20.73%
3 Technology 20.3%
4 Consumer Staples 13.41%
5 Industrials 11.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$18.2M 15.09%
209,580
+9,920
2
$14.8M 12.28%
51,411
+1,805
3
$13.9M 11.49%
247,376
-4,416
4
$12.4M 10.24%
202,320
-1,760
5
$6.42M 5.33%
105,400
-1,260
6
$5.8M 4.81%
21,678
-393
7
$3.75M 3.11%
21,798
-130
8
$3.01M 2.5%
8,041
+237
9
$2.98M 2.48%
7,846
-437
10
$2.91M 2.42%
13,469
+144
11
$2.89M 2.39%
7,400
-2,028
12
$2.81M 2.33%
18,919
+155
13
$2.52M 2.09%
+12,073
14
$2.47M 2.05%
11,381
-193
15
$2.43M 2.01%
9,130
+902
16
$1.99M 1.65%
16,921
+395
17
$1.96M 1.63%
79,896
+8,376
18
$1.89M 1.57%
9,833
+1,646
19
$1.87M 1.55%
21,146
-245
20
$1.34M 1.11%
5,794
-611
21
$1.25M 1.04%
9,006
-940
22
$1.05M 0.87%
9,590
+7,085
23
$944K 0.78%
6,355
+3,187
24
$891K 0.74%
7,947
-575
25
$821K 0.68%
6,851
-1,527
1
2 3