ACM
AUA Capital Management Portfolio holdings
AUM
$199M
1-Year Est. Return
19.01%
This Fund
S&P 500
1 Year Est. Return
+19.01%
AUM
$178M
AUM Growth
+$10.8M
(+6.4%)
Holding
77
Top Buys
| 1 | +$208K | |
| 2 | +$79.7K | |
| 3 | +$68.8K | |
| 4 |
iShares National Muni Bond ETF
MUB
|
+$39.6K |
| 5 |
SPDR Gold Trust
GLD
|
+$23.9K |
Top Sells
| 1 | +$95.5K | |
| 2 | +$30.8K | |
| 3 | +$18.5K | |
| 4 |
Vanguard Short-Term Bond ETF
BSV
|
+$11.6K |
| 5 |
iShares MSCI EAFE ETF
EFA
|
+$10.3K |
Sector Composition
| 1 | Technology | 5.58% |
| 2 | Communication Services | 5.1% |
| 3 | Financials | 4.21% |
| 4 | Consumer Discretionary | 4.14% |
| 5 | Consumer Staples | 2.93% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
76
General Dynamics
GD
$97.9B
| $225K | 0.13% |
+660
|
|
||
77
PayPal
PYPL
$42.5B
| $206K | 0.12% |
3,068
|
|