ACM

AUA Capital Management Portfolio holdings

AUM $167M
1-Year Est. Return 16.14%
This Quarter Est. Return
1 Year Est. Return
+16.14%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$147M
AUM Growth
-$4.15M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
375
New
Increased
Reduced
Closed

Top Buys

1 +$1.63M
2 +$550K
3 +$149K
4
MDLZ icon
Mondelez International
MDLZ
+$145K
5
PFE icon
Pfizer
PFE
+$137K

Sector Composition

1 Technology 6.11%
2 Consumer Staples 5.62%
3 Financials 4.03%
4 Healthcare 3.3%
5 Consumer Discretionary 3.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
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$583 ﹤0.01%
18
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5
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6