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
$178M
AUM Growth
+$22.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
52
New
Increased
Reduced
Closed

Top Buys

1
+$1.74M
2
+$793K
3
+$627K
4
DKNG icon
DraftKings
DKNG
+$550K
5
SH icon
ProShares Short S&P500
SH
+$451K

Top Sells

1
+$1.14M
2
+$596K
3
+$554K
4
COST icon
Costco
COST
+$456K
5
LHX icon
L3Harris
LHX
+$383K

Sector Composition

1 Consumer Discretionary 27.71%
2 Technology 27.28%
3 Communication Services 19.69%
4 Consumer Staples 11.78%
5 Healthcare 4.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$35.3M 19.82%
224,500
+5,040
2
$28.7M 16.12%
248,325
-1,171
3
$20M 11.24%
56,418
-1,284
4
$15.3M 8.6%
208,340
-7,540
5
$9.96M 5.59%
19,918
-469
6
$7.5M 4.21%
101,780
-2,360
7
$4.46M 2.51%
22,334
+506
8
$4.37M 2.45%
17,451
-363
9
$4.24M 2.38%
115,956
+2,124
10
$3.47M 1.95%
10,515
+446
11
$3.36M 1.88%
10,791
+713
12
$3.1M 1.74%
229,360
+6,400
13
$3.08M 1.73%
16,372
-147
14
$2.85M 1.6%
7,456
-672
15
$2.75M 1.54%
8,453
+34
16
$2.61M 1.46%
12,565
-942
17
$2.5M 1.4%
10,120
+179
18
$2.39M 1.34%
8,649
-593
19
$1.95M 1.09%
9,293
+1,387
20
$1.95M 1.09%
6,184
-3,621
21
$1.82M 1.02%
6,271
+283
22
$1.74M 0.97%
+9,254
23
$1.63M 0.92%
9,609
-2,256
24
$1.32M 0.74%
6,138
+1,650
25
$1.3M 0.73%
15,133
-6,928
1
2 3