We are live on ! Find out more
ACM

AUA Capital Management Portfolio holdings

AUM $196M
1-Year Est. Return 18.71%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.71%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$162M
AUM Growth
+$9.67M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
369
New
Increased
Reduced
Closed

Top Buys

1
+$2.12M
2
+$697K
3
+$194K
4
VUG icon
Vanguard Growth ETF
VUG
+$129K
5
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$127K

Top Sells

1
+$1.24M
2
+$491K
3
+$78.3K
4
XOM icon
Exxon Mobil
XOM
+$47.8K
5
WFC icon
Wells Fargo
WFC
+$44.7K

Sector Composition

1 Technology 5.2%
2 Financials 4.31%
3 Consumer Discretionary 3.75%
4 Healthcare 2.77%
5 Communication Services 2.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$3K ﹤0.01%
74
-5
252
$3K ﹤0.01%
90
-59
253
$3K ﹤0.01%
18
254
$3K ﹤0.01%
12
255
$3K ﹤0.01%
+86
256
$3K ﹤0.01%
17
+2
257
$3K ﹤0.01%
79
258
$3K ﹤0.01%
37
-11
259
$2K ﹤0.01%
35
+1
260
$2K ﹤0.01%
37
261
$2K ﹤0.01%
24
262
$2K ﹤0.01%
45
263
$2K ﹤0.01%
22
264
$2K ﹤0.01%
12
265
$2K ﹤0.01%
28
+9
266
$2K ﹤0.01%
+40
267
$2K ﹤0.01%
36
268
$2K ﹤0.01%
5
269
$2K ﹤0.01%
26
+5
270
$2K ﹤0.01%
46
-54
271
$2K ﹤0.01%
11
+2
272
$2K ﹤0.01%
11
273
$2K ﹤0.01%
31
274
$2K ﹤0.01%
154
275
$2K ﹤0.01%
45
9 10
11
12 13