ACG

Allen Capital Group Portfolio holdings

AUM $960M
1-Year Est. Return 13.99%
This Quarter Est. Return
1 Year Est. Return
+13.99%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$542M
AUM Growth
-$17.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
179
New
Increased
Reduced
Closed

Top Buys

1 +$26.8M
2 +$10.5M
3 +$1.78M
4
RTX icon
RTX Corp
RTX
+$1.2M
5
PYPL icon
PayPal
PYPL
+$1.1M

Sector Composition

1 Financials 10.88%
2 Technology 7.88%
3 Communication Services 2.63%
4 Industrials 2.58%
5 Energy 2.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
176
-25,511
177
-15,159
178
-99,108
179
-42,620