ACM
Ashford Capital Management Portfolio holdings
AUM
$851M
This Quarter Return
+20.91%
1 Year Return
+36.83%
3 Year Return
+110.61%
5 Year Return
+172.96%
10 Year Return
+1,058.17%
AUM
$685M
AUM Growth
+$685M
(+12%)
Cap. Flow
-$35.4M
Cap. Flow
% of AUM
-5.17%
Top 10 Holdings %
Top 10 Hldgs %
38.81%
Holding
118
New
5
Increased
32
Reduced
36
Closed
21
Top Buys
| 1 |
Twilio
TWLO
|
$9.47M |
| 2 |
NVEE
NV5 Global
NVEE
|
$9.02M |
| 3 |
Limoneira
LMNR
|
$7.42M |
| 4 |
HealthEquity
HQY
|
$6.65M |
| 5 |
WisdomTree Yield Enhanced US Aggregate Bond Fund
AGGY
|
$5.27M |
Top Sells
| 1 |
Chegg
CHGG
|
$22.1M |
| 2 |
Trade Desk
TTD
|
$18M |
| 3 |
BFYT
Benefytt Technologies, Inc. Class A Common Stock
BFYT
|
$13.8M |
| 4 |
Ligand Pharmaceuticals
LGND
|
$11.9M |
| 5 |
STMP
Stamps.com, Inc.
STMP
|
$10.5M |
Sector Composition
| 1 | Industrials | 24.51% |
| 2 | Technology | 18.3% |
| 3 | Financials | 12.37% |
| 4 | Healthcare | 9.8% |
| 5 | Consumer Staples | 7.26% |
