ACM

AUA Capital Management Portfolio holdings

AUM $199M
1-Year Est. Return 19.01%
This Quarter Est. Return
1 Year Est. Return
+19.01%
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
176
$2K ﹤0.01%
+400
177
$2K ﹤0.01%
202
178
$2K ﹤0.01%
50
-1
179
$1K ﹤0.01%
80
180
$1K ﹤0.01%
15
181
$1K ﹤0.01%
19
182
$0 ﹤0.01%
9
183
$0 ﹤0.01%
4
184
$0 ﹤0.01%
6
185
$0 ﹤0.01%
2
186
$0 ﹤0.01%
4
187
$0 ﹤0.01%
10
188
$0 ﹤0.01%
4
189
$0 ﹤0.01%
20
190
-400