We are live on ! Find out more
ACG

Allen Capital Group Portfolio holdings

AUM $1.11B
1-Year Est. Return 13.85%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+13.85%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.05B
AUM Growth
+$87.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
277
New
Increased
Reduced
Closed

Top Buys

1
+$3.78M
2
+$3.41M
3
+$2.85M
4
CPRT icon
Copart
CPRT
+$2.69M
5
BOXX icon
Alpha Architect 1-3 Month Box ETF
BOXX
+$2.09M

Top Sells

1
+$3.41M
2
+$2.53M
3
+$1.51M
4
BIL icon
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
+$1.08M
5
META icon
Meta Platforms (Facebook)
META
+$925K

Sector Composition

1 Technology 10.95%
2 Financials 9.78%
3 Consumer Discretionary 4.72%
4 Healthcare 3.7%
5 Communication Services 3.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
– –
-275
277
– –
-1,048
8 9 10 11
12