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
$156M
AUM Growth
+$34.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
49
New
Increased
Reduced
Closed

Top Buys

1
+$773K
2
+$682K
3
+$589K
4
SHOP icon
Shopify
SHOP
+$410K
5
HD icon
Home Depot
HD
+$328K

Top Sells

1
+$1.06M
2
+$664K
3
+$556K
4
INTU icon
Intuit
INTU
+$471K
5
W icon
Wayfair
W
+$366K

Sector Composition

1 Consumer Discretionary 27.12%
2 Technology 25.53%
3 Communication Services 20.83%
4 Consumer Staples 11.78%
5 Industrials 5.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$30.3M 19.43%
219,460
-1,240
2
$22.8M 14.6%
249,496
+1,800
3
$17.5M 11.23%
57,702
+2,250
4
$15.3M 9.82%
215,880
+1,600
5
$9.28M 5.95%
20,387
+525
6
$7.36M 4.72%
104,140
-140
7
$4.22M 2.71%
21,828
-183
8
$3.73M 2.39%
113,832
-1,344
9
$3.34M 2.14%
17,814
-338
10
$3.28M 2.11%
16,519
-545
11
$3.14M 2.02%
10,069
-1,782
12
$3.01M 1.93%
9,805
-150
13
$2.97M 1.91%
10,078
+32
14
$2.97M 1.9%
8,128
+302
15
$2.49M 1.6%
8,419
-1,590
16
$2.43M 1.56%
13,507
+710
17
$2.31M 1.49%
9,242
+1,308
18
$2.18M 1.4%
9,941
-1,511
19
$2.12M 1.36%
222,960
+62,040
20
$2.01M 1.29%
11,865
-157
21
$1.62M 1.04%
22,061
-50
22
$1.61M 1.03%
7,906
+745
23
$1.18M 0.76%
5,988
-1,855
24
$913K 0.59%
9,165
+165
25
$866K 0.56%
6,463
-2,644
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