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
$197M
AUM Growth
+$19.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
51
New
Increased
Reduced
Closed

Top Buys

1
+$674K
2
+$630K
3
+$372K
4
DOCU icon
DocuSign
DOCU
+$327K
5
TWLO icon
Twilio
TWLO
+$311K

Top Sells

1
+$590K
2
+$451K
3
+$205K
4
LHX icon
L3Harris
LHX
+$137K
5
PSQ icon
ProShares Short QQQ
PSQ
+$117K

Sector Composition

1 Technology 28.21%
2 Consumer Discretionary 27.01%
3 Communication Services 21.03%
4 Consumer Staples 10.82%
5 Healthcare 4.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$37.2M 18.87%
228,640
+4,140
2
$32.9M 16.69%
248,225
-100
3
$20.7M 10.48%
54,853
-1,565
4
$18.1M 9.15%
206,000
-2,340
5
$10.8M 5.49%
20,025
+107
6
$8.88M 4.5%
101,340
-440
7
$5.58M 2.83%
116,736
+780
8
$4.86M 2.47%
22,236
-98
9
$3.86M 1.96%
11,011
+220
10
$3.82M 1.94%
17,183
-268
11
$3.74M 1.89%
11,040
+920
12
$3.56M 1.8%
10,218
-297
13
$3.37M 1.71%
257,880
+28,520
14
$3.22M 1.63%
8,474
+21
15
$3.18M 1.61%
12,988
+423
16
$3.11M 1.58%
9,378
+124
17
$2.93M 1.49%
17,255
+883
18
$2.55M 1.29%
7,196
-260
19
$2.46M 1.25%
9,250
+601
20
$2.02M 1.02%
9,080
-213
21
$1.83M 0.93%
6,007
-177
22
$1.69M 0.86%
7,607
+1,469
23
$1.68M 0.85%
8,883
-726
24
$1.58M 0.8%
14,738
-395
25
$1.51M 0.77%
6,697
+426
1
2 3