ACM

Ariose Capital Management Portfolio holdings

AUM $298M
1-Year Est. Return 126.5%
This Quarter Est. Return
1 Year Est. Return
+126.5%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$209M
AUM Growth
+$140M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
50
New
Increased
Reduced
Closed

Top Buys

1
+$37.5M
2
+$14.7M
3
+$9.62M
4
ALGN icon
Align Technology
ALGN
+$7.46M
5
GLD icon
SPDR Gold Trust
GLD
+$7.34M

Top Sells

1
+$15.2M
2
+$8.59M
3
+$8.46M
4
META icon
Meta Platforms (Facebook)
META
+$5.48M
5
LMT icon
Lockheed Martin
LMT
+$5.06M

Sector Composition

1 Consumer Discretionary 30.57%
2 Healthcare 11.11%
3 Technology 10.93%
4 Financials 10.04%
5 Consumer Staples 6.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.18M 1.04%
+11,500
27
$2.13M 1.02%
+55,000
28
$2.09M 1%
+294,100
29
$2.08M 0.99%
+61,600
30
$2.05M 0.98%
+15,600
31
$2.01M 0.96%
+42,100
32
$1.98M 0.95%
+141,500
33
$1.98M 0.95%
+114,600
34
$1.95M 0.94%
+4,000
35
$1.92M 0.92%
+17,800
36
$1.91M 0.92%
+14,500
37
$1.88M 0.9%
+64,800
38
$1.86M 0.89%
+54,700
39
$1.82M 0.87%
+83,800
40
$1.78M 0.86%
+346,000
41
$1.78M 0.85%
+17,000
42
$1.38M 0.66%
+95,900
43
$1.01M 0.48%
+26,910
44
$975K 0.47%
+10,000
45
– –
-172,300
46
– –
-16,000
47
– –
-13,000
48
– –
-26,700
49
– –
-14,400
50
– –
-51,009
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