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
$140M
AUM Growth
+$20.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
378
New
Increased
Reduced
Closed

Top Buys

1 +$8.4M
2 +$49.2K
3 +$43.9K
4
IWM icon
iShares Russell 2000 ETF
IWM
+$30.4K
5
XLK icon
Technology Select Sector SPDR Fund
XLK
+$21.1K

Sector Composition

1 Technology 4.79%
2 Financials 4.25%
3 Consumer Discretionary 3.99%
4 Healthcare 2.95%
5 Communication Services 1.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
151
$16K 0.01%
1,475
152
$16K 0.01%
391
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$15K 0.01%
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$15K 0.01%
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$15K 0.01%
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$14K 0.01%
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$13K 0.01%
1,592
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$13K 0.01%
100
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$13K 0.01%
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$12K 0.01%
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$12K 0.01%
551
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$11K 0.01%
1,000
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$11K 0.01%
500
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$8K 0.01%
103