ACM
AlphaStar Capital Management Portfolio holdings
AUM
$1.42B
1-Year Return
14.73%
This Quarter Return
+3.63%
1 Year Return
+14.73%
3 Year Return
+55.27%
5 Year Return
+94.13%
10 Year Return
–
AUM
$101M
AUM Growth
+$100M
(+12,168%)
Cap. Flow
+$100M
Cap. Flow
% of AUM
99.19%
Top 10 Holdings %
Top 10 Hldgs %
44.12%
Holding
118
New
71
Increased
23
Reduced
–
Closed
24
Top Buys
| 1 |
Vanguard Growth ETF
VUG
|
$13.1M |
| 2 |
Vanguard FTSE All-World ex-US Small-Cap Index Fund
VSS
|
$8.02M |
| 3 |
SPDR Bloomberg Convertible Securities ETF
CWB
|
$4.01M |
| 4 |
iShares Core US Aggregate Bond ETF
AGG
|
$3.25M |
| 5 |
Invesco Preferred ETF
PGX
|
$3.18M |
Top Sells
Sector Composition
| 1 | Financials | 3.7% |
| 2 | Industrials | 2.78% |
| 3 | Technology | 1.94% |
| 4 | Healthcare | 1.41% |
| 5 | Communication Services | 1.38% |
