We are live on ! Find out more
ACP

Argyle Capital Partners Portfolio holdings

AUM $139M
1-Year Est. Return 17.29%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.29%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$139M
AUM Growth
+$18.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
168
New
Increased
Reduced
Closed

Top Buys

1
+$2.15M
2
+$1.21M
3
+$589K
4
VTEC icon
Vanguard California Tax-Exempt Bond ETF
VTEC
+$489K
5
CRM icon
Salesforce
CRM
+$488K

Top Sells

1
+$474K
2
+$390K
3
+$363K
4
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$351K
5
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$253K

Sector Composition

1 Technology 15.81%
2 Energy 9.06%
3 Financials 7.12%
4 Healthcare 5.51%
5 Industrials 4.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$305K 0.22%
6,547
-167
127
$299K 0.21%
3,752
+4
128
$297K 0.21%
3,513
+101
129
$297K 0.21%
2,229
130
$286K 0.2%
2,763
+282
131
$277K 0.2%
1,901
-62
132
$272K 0.2%
2,902
133
$269K 0.19%
2,338
-2,240
134
$267K 0.19%
2,264
135
$266K 0.19%
+5,663
136
$264K 0.19%
3,627
137
$261K 0.19%
+1,876
138
$255K 0.18%
+4,111
139
$254K 0.18%
+765
140
$250K 0.18%
3,131
141
$249K 0.18%
+6,667
142
$246K 0.18%
5,051
143
$242K 0.17%
+1,299
144
$236K 0.17%
803
145
$233K 0.17%
3,474
146
$233K 0.17%
+1,255
147
$231K 0.17%
3,101
148
$230K 0.17%
1,696
149
$227K 0.16%
5,140
150
$226K 0.16%
5,164
+119
3 4 5
6
7