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
$229M
AUM Growth
-$4.46M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
53
New
Increased
Reduced
Closed

Top Buys

1
+$1.75M
2
+$277K
3
+$256K
4
HD icon
Home Depot
HD
+$239K
5
STWD icon
Starwood Property Trust
STWD
+$181K

Top Sells

1
+$3.24M
2
+$3.16M
3
+$2.36M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$1.88M
5
DECK icon
Deckers Outdoor
DECK
+$410K

Sector Composition

1 Technology 28.43%
2 Consumer Discretionary 26.23%
3 Communication Services 22.9%
4 Consumer Staples 9.72%
5 Healthcare 4.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$39.8M 17.41%
241,440
-280
2
$33.9M 14.8%
237,532
-16,547
3
$25.4M 11.1%
189,040
-24,100
4
$22.3M 9.72%
49,313
-7,003
5
$12.2M 5.32%
19,867
-344
6
$11.7M 5.09%
86,860
-14,040
7
$7.07M 3.09%
116,916
-6,774
8
$6.61M 2.89%
317,210
-12,830
9
$5.38M 2.35%
19,736
+541
10
$4.76M 2.08%
21,273
-426
11
$4.74M 2.07%
11,665
+89
12
$4.35M 1.9%
8,009
-35
13
$4.23M 1.85%
10,789
+706
14
$3.58M 1.56%
10,827
+723
15
$3.47M 1.52%
10,853
-226
16
$3.37M 1.47%
55,709
+28,834
17
$3.35M 1.46%
12,618
-54
18
$3.16M 1.38%
11,135
+86
19
$2.49M 1.09%
7,901
+300
20
$2.25M 0.98%
15,560
-558
21
$2.15M 0.94%
6,204
+377
22
$2.14M 0.93%
8,260
+236
23
$1.91M 0.83%
5,272
+172
24
$1.77M 0.77%
7,997
-459
25
$1.5M 0.65%
5,797
-155
1
2 3