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
$186M
AUM Growth
+$15.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
384
New
Increased
Reduced
Closed

Top Buys

1 +$12.7M
2 +$2.63M
3 +$1.52M
4
MSFT icon
Microsoft
MSFT
+$1.11M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$1.09M

Top Sells

1 +$5.58M
2 +$245K
3 +$50.2K
4
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$39K
5
GLD icon
SPDR Gold Trust
GLD
+$38.1K

Sector Composition

1 Technology 6.96%
2 Consumer Discretionary 4.57%
3 Financials 4.24%
4 Consumer Staples 3.26%
5 Communication Services 3.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
376
0
377
$0 ﹤0.01%
29
378
$0 ﹤0.01%
10
379
$0 ﹤0.01%
12
380
-4
381
$0 ﹤0.01%
22
382
$0 ﹤0.01%
5
383
$0 ﹤0.01%
2
384
-11