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
$167M
AUM Growth
+$13.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
80
New
Increased
Reduced
Closed

Top Buys

1 +$881K
2 +$475K
3 +$401K
4
CRWV
CoreWeave Inc
CRWV
+$397K
5
CVX icon
Chevron
CVX
+$337K

Top Sells

1 +$379K
2 +$211K
3 +$202K
4
KO icon
Coca-Cola
KO
+$201K
5
PG icon
Procter & Gamble
PG
+$63.6K

Sector Composition

1 Technology 5.38%
2 Communication Services 4.64%
3 Consumer Discretionary 4.32%
4 Financials 4.32%
5 Consumer Staples 2.93%