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
$124M
AUM Growth
-$202K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
190
New
Increased
Reduced
Closed

Top Buys

1 +$2K

Sector Composition

1 Financials 4%
2 Technology 3.25%
3 Consumer Discretionary 3.13%
4 Healthcare 3.08%
5 Communication Services 2.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
151
$13K 0.01%
181
152
$13K 0.01%
238
153
$13K 0.01%
310
154
$13K 0.01%
551
155
$13K 0.01%
500
156
$12K 0.01%
181
157
$12K 0.01%
247
158
$12K 0.01%
500
159
$11K 0.01%
1,000
160
$10K 0.01%
100
161
$10K 0.01%
90
162
$10K 0.01%
1,500
163
$9K 0.01%
214
164
$9K 0.01%
209
165
$9K 0.01%
98
166
$8K 0.01%
166
167
$8K 0.01%
1,393
168
$7K 0.01%
1,873
169
$6K ﹤0.01%
200
170
$6K ﹤0.01%
500
171
$5K ﹤0.01%
127
172
$5K ﹤0.01%
334
173
$5K ﹤0.01%
75
174
$4K ﹤0.01%
1,000
175
$4K ﹤0.01%
6,100