AWCI

Alpine Woods Capital Investors Portfolio holdings

AUM $419M
1-Year Est. Return 23.97%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+23.97%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$662M
AUM Growth
-$24.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
188
New
Increased
Reduced
Closed

Top Buys

1
+$6.43M
2
+$5.05M
3
+$3.71M
4
AMD icon
Advanced Micro Devices
AMD
+$3.47M
5
LHX icon
L3Harris
LHX
+$3.31M

Top Sells

1
+$6.17M
2
+$4.99M
3
+$4.97M
4
POOL icon
Pool Corp
POOL
+$3.55M
5
TSLA icon
Tesla
TSLA
+$3.17M

Sector Composition

1 Technology 22.49%
2 Industrials 16%
3 Healthcare 15.04%
4 Financials 11.87%
5 Consumer Staples 7.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
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188
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4 5 6 7
8