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
$247M
AUM Growth
-$17.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
63
New
Increased
Reduced
Closed

Top Buys

1
+$842K
2
+$449K
3
+$433K
4
QCOM icon
Qualcomm
QCOM
+$396K
5
NVDA icon
NVIDIA
NVDA
+$322K

Top Sells

1
+$2.87M
2
+$712K
3
+$417K
4
PSQ icon
ProShares Short QQQ
PSQ
+$382K
5
LMT icon
Lockheed Martin
LMT
+$334K

Sector Composition

1 Technology 30.43%
2 Consumer Discretionary 22.86%
3 Communication Services 21.16%
4 Consumer Staples 12.7%
5 Healthcare 4.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$45M 18.24%
254,010
+4,758
2
$39.9M 16.19%
240,880
-1,000
3
$31.3M 12.7%
53,570
-525
4
$29.3M 11.88%
207,100
+1,760
5
$14M 5.69%
98,960
-1,300
6
$9.49M 3.85%
340,040
+11,520
7
$7.5M 3.04%
19,797
-527
8
$5.45M 2.21%
117,960
-372
9
$5.06M 2.05%
9,796
-1,377
10
$4.55M 1.85%
20,188
-480
11
$4.4M 1.78%
11,852
-6
12
$4.37M 1.77%
20,300
-272
13
$3.8M 1.54%
12,629
+1,438
14
$3.77M 1.53%
12,066
+500
15
$3.66M 1.48%
7,505
-10
16
$3.36M 1.36%
12,394
-114
17
$2.57M 1.04%
5,702
+304
18
$2.5M 1.01%
102,555
-75
19
$2.38M 0.96%
5,364
-753
20
$2.06M 0.84%
14,075
-661
21
$1.93M 0.78%
7,720
-33
22
$1.83M 0.74%
10,930
-85
23
$1.04M 0.42%
25,511
24
$985K 0.4%
10,666
-2,264
25
$943K 0.38%
11,008
-540
1
2 3