AWCI

Alpine Woods Capital Investors Portfolio holdings

AUM $417M
1-Year Est. Return 26.83%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+26.83%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$449M
AUM Growth
-$77.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
286
New
Increased
Reduced
Closed

Top Buys

1
+$3.01M
2
+$2.92M
3
+$2.6M
4
XLC icon
State Street Communication Services Select Sector SPDR ETF
XLC
+$2.48M
5
XBI icon
State Street SPDR S&P Biotech ETF
XBI
+$2.48M

Top Sells

1
+$897K
2
+$802K
3
+$746K
4
BBC icon
Virtus Biotech Clinical Trials ETF
BBC
+$742K
5
ARQL
Arqule Inc
ARQL
+$699K

Sector Composition

1 Healthcare 26.22%
2 Technology 17.84%
3 Financials 16.3%
4 Industrials 9.31%
5 Consumer Discretionary 8.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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