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
$121M
AUM Growth
-$2.89M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
189
New
Increased
Reduced
Closed

Top Buys

1 +$121K

Top Sells

1 +$2.27M
2 +$1.32M
3 +$803K
4
HYG icon
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
+$516K
5
GLD icon
SPDR Gold Trust
GLD
+$515K

Sector Composition

1 Financials 4.12%
2 Technology 3.56%
3 Healthcare 3.06%
4 Consumer Discretionary 2.93%
5 Communication Services 2.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
176
$1K ﹤0.01%
19
177
$1K ﹤0.01%
15
178
$1K ﹤0.01%
10
179
-20
180
$0 ﹤0.01%
4
181
-209
182
-4
183
$0 ﹤0.01%
2
184
$0 ﹤0.01%
6
185
$0 ﹤0.01%
4
186
-1,500
187
$0 ﹤0.01%
9
188
-269
189
-1,884