ACM

Aljian Capital Management Portfolio holdings

AUM $497M
1-Year Est. Return 30.13%
This Quarter Est. Return
1 Year Est. Return
+30.13%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$421M
AUM Growth
-$39M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
123
New
Increased
Reduced
Closed

Top Buys

1
+$1.08M
2
+$986K
3
+$602K
4
NET icon
Cloudflare
NET
+$590K
5
ORCL icon
Oracle
ORCL
+$533K

Top Sells

1
+$1.73M
2
+$974K
3
+$733K
4
AAPL icon
Apple
AAPL
+$624K
5
PFE icon
Pfizer
PFE
+$289K

Sector Composition

1 Technology 33.49%
2 Consumer Discretionary 15.36%
3 Consumer Staples 15.1%
4 Communication Services 14.39%
5 Healthcare 6.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$68.5M 16.28%
308,353
-2,811
2
$53.6M 12.73%
56,638
+23
3
$44.4M 10.54%
233,179
-9,107
4
$32.9M 7.81%
212,446
-1,005
5
$28.2M 6.69%
259,834
+3,455
6
$14.5M 3.44%
38,506
+1,120
7
$13.9M 3.3%
88,786
-875
8
$10.4M 2.46%
92,756
+626
9
$9.35M 2.22%
17,856
-282
10
$8.25M 1.96%
88,420
-10,450
11
$6.51M 1.55%
18,581
-2,093
12
$5.63M 1.34%
64,076
-26
13
$5.26M 1.25%
10,266
+370
14
$5.09M 1.21%
13,668
+175
15
$4.8M 1.14%
10,756
-18
16
$4.67M 1.11%
19,043
-25
17
$4.45M 1.06%
16,571
+72
18
$4.16M 0.99%
31,377
+1,673
19
$4.03M 0.96%
24,065
+1,512
20
$3.84M 0.91%
45,496
+605
21
$3.65M 0.87%
5,952
-197
22
$3.21M 0.76%
18,836
+945
23
$2.72M 0.65%
10,965
+75
24
$2.27M 0.54%
6,189
-37
25
$2.25M 0.53%
113,833
1
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