ACM
AlphaStar Capital Management Portfolio holdings
AUM
$1.42B
This Quarter Return
+5.77%
1 Year Return
+14.73%
3 Year Return
+55.27%
5 Year Return
+94.13%
10 Year Return
–
AUM
$1.18B
AUM Growth
+$1.18B
(+21%)
Cap. Flow
+$154M
Cap. Flow
% of AUM
13.07%
Top 10 Holdings %
Top 10 Hldgs %
53.48%
Holding
353
New
26
Increased
116
Reduced
95
Closed
89
Top Buys
Top Sells
| 1 |
iShares 0-3 Month Treasury Bond ETF
SGOV
|
$140M |
| 2 |
Duke Energy
DUK
|
$9.85M |
| 3 |
Apple
AAPL
|
$8.59M |
| 4 |
Exxon Mobil
XOM
|
$7.66M |
| 5 |
Chevron
CVX
|
$7.62M |
Sector Composition
| 1 | Technology | 3.38% |
| 2 | Consumer Staples | 2.74% |
| 3 | Industrials | 2.6% |
| 4 | Healthcare | 2.35% |
| 5 | Consumer Discretionary | 2.3% |