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
$111M
AUM Growth
+$11.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
219
New
Increased
Reduced
Closed

Top Buys

1 +$2.65M
2 +$1.17M
3 +$1.16M
4
MUB icon
iShares National Muni Bond ETF
MUB
+$1.06M
5
AMZN icon
Amazon
AMZN
+$1.06M

Sector Composition

1 Financials 3.67%
2 Consumer Staples 3.39%
3 Healthcare 3.33%
4 Technology 2.81%
5 Consumer Discretionary 2.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
176
$10K 0.01%
438
177
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1,393
178
$10K 0.01%
551
179
$10K 0.01%
111
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44
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186
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+269
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$9K 0.01%
95
186
$9K 0.01%
261
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$8K 0.01%
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188
$8K 0.01%
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$8K 0.01%
1,000
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$8K 0.01%
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$7K 0.01%
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$6K 0.01%
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$6K 0.01%
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$5K ﹤0.01%
80