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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
$140M
AUM Growth
+$20.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
378
New
Increased
Reduced
Closed

Top Buys

1
+$8.39M
2
+$44.3K
3
+$41.1K
4
IWM icon
iShares Russell 2000 ETF
IWM
+$27.1K
5
XLK icon
State Street Technology Select Sector SPDR ETF
XLK
+$19.7K

Top Sells

1
+$235K
2
+$90.8K
3
+$74.9K
4
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$74K
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$46.3K

Sector Composition

1 Technology 4.79%
2 Financials 4.25%
3 Consumer Discretionary 3.99%
4 Healthcare 2.95%
5 Communication Services 1.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$2K ﹤0.01%
28
277
$2K ﹤0.01%
38
278
$2K ﹤0.01%
+33
279
$2K ﹤0.01%
80
280
$2K ﹤0.01%
12
281
$2K ﹤0.01%
+7
282
$2K ﹤0.01%
176
+111
283
$2K ﹤0.01%
164
-36
284
$2K ﹤0.01%
24
285
$2K ﹤0.01%
56
286
$2K ﹤0.01%
21
+8
287
$2K ﹤0.01%
+17
288
$2K ﹤0.01%
21
289
$2K ﹤0.01%
25
290
$2K ﹤0.01%
+31
291
$2K ﹤0.01%
50
292
$2K ﹤0.01%
89
+51
293
$2K ﹤0.01%
20
294
$2K ﹤0.01%
+30
295
$2K ﹤0.01%
+17
296
$2K ﹤0.01%
79
+4
297
$2K ﹤0.01%
11
298
$1K ﹤0.01%
14
+1
299
$1K ﹤0.01%
3
300
$1K ﹤0.01%
8
10 11
12
13 14