ACM

Ariose Capital Management Portfolio holdings

AUM $158M
1-Year Est. Return 87.73%
This Quarter Est. Return
1 Year Est. Return
+87.73%
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
1
$37.5M 17.94%
+196,700
2
$18.2M 8.73%
449,900
+362,900
3
$10.5M 5.02%
300,000
-45,600
4
$9.62M 4.61%
+1,459,600
5
$7.46M 3.57%
+42,900
6
$7.34M 3.52%
+49,600
7
$6.84M 3.28%
+291,500
8
$6.67M 3.2%
+97,500
9
$6.67M 3.19%
125,150
-285,250
10
$6M 2.88%
+80,266
11
$5.44M 2.61%
+34,500
12
$5.28M 2.53%
+110,300
13
$5.27M 2.53%
+34,100
14
$5.19M 2.49%
+86,300
15
$4.94M 2.37%
+232,700
16
$4.67M 2.24%
+71,000
17
$4.63M 2.22%
+392,500
18
$3.78M 1.81%
+458,096
19
$3.25M 1.56%
+39,300
20
$3.04M 1.46%
+72,200
21
$2.88M 1.38%
+18,100
22
$2.28M 1.09%
+13,800
23
$2.19M 1.05%
+21,300
24
$2.19M 1.05%
+73,100
25
$2.19M 1.05%
+48,100
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