ACM
AUA Capital Management Portfolio holdings
AUM
$167M
1-Year Est. Return
16.14%
1 Year Est. Return
+16.14%
AUM
$167M
AUM Growth
+$13.8M
(+9%)
Holding
80
Top Buys
| 1 | +$881K | |
| 2 | +$475K | |
| 3 | +$401K | |
| 4 |
CRWV
CoreWeave Inc
CRWV
|
+$397K |
| 5 |
Chevron
CVX
|
+$337K |
Top Sells
| 1 | +$379K | |
| 2 | +$211K | |
| 3 | +$202K | |
| 4 |
Coca-Cola
KO
|
+$201K |
| 5 |
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% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
76
TJX Companies
TJX
$159B
| $207K | 0.12% |
1,680
|
|
||
77
Chipotle Mexican Grill
CMG
$55.8B
| – | – |
-7,550
|
|
||
78
Danaher
DHR
$156B
| – | – |
-1,030
|
|
||
79
Honeywell
HON
$131B
| – | – |
-953
|
|
||
|
80
Coca-Cola
KO
$305B
| – | – |
-2,802
|
|