ACM

Aubrey Capital Management Portfolio holdings

AUM $275M
1-Year Est. Return 62.28%
This Quarter Est. Return
1 Year Est. Return
+62.28%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$317M
AUM Growth
-$26.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
55
New
Increased
Reduced
Closed

Top Buys

1 +$16.8M
2 +$8.61M
3 +$6.25M
4
ULTA icon
Ulta Beauty
ULTA
+$5.81M
5
ISRG icon
Intuitive Surgical
ISRG
+$5.57M

Top Sells

1 +$14.5M
2 +$14.5M
3 +$7.33M
4
ZM icon
Zoom
ZM
+$6.27M
5
NIO icon
NIO
NIO
+$4.69M

Sector Composition

1 Consumer Discretionary 38.64%
2 Technology 19.36%
3 Healthcare 13.11%
4 Industrials 11.71%
5 Financials 9.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
-3,100
52
-1,535
53
-2,620
54
-275,000
55
-16,200