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
201
$5K ﹤0.01%
43
+8
202
$4K ﹤0.01%
24
203
$4K ﹤0.01%
186
+36
204
$4K ﹤0.01%
+42
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$4K ﹤0.01%
84
-9
206
$4K ﹤0.01%
149
+58
207
$4K ﹤0.01%
401
+26
208
$4K ﹤0.01%
18
209
$4K ﹤0.01%
18
-1
210
$4K ﹤0.01%
172
211
$4K ﹤0.01%
1,750
212
$4K ﹤0.01%
247
+154
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$4K ﹤0.01%
46
+3
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$4K ﹤0.01%
21
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$4K ﹤0.01%
14
216
$4K ﹤0.01%
33
+1
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$4K ﹤0.01%
54
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$4K ﹤0.01%
88
+50
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$4K ﹤0.01%
29
+16
220
$4K ﹤0.01%
267
+98
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$4K ﹤0.01%
53
222
$4K ﹤0.01%
13
223
$3K ﹤0.01%
107
+65
224
$3K ﹤0.01%
46
225
$3K ﹤0.01%
+26