ACM
Aurdan Capital Management Portfolio holdings
AUM
$294M
This Quarter Return
+1.08%
1 Year Return
–
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$265M
AUM Growth
+$265M
(+1.9%)
Cap. Flow
+$3.64M
Cap. Flow
% of AUM
1.37%
Top 10 Holdings %
Top 10 Hldgs %
56.38%
Holding
88
New
8
Increased
15
Reduced
39
Closed
4
Top Buys
| 1 |
Vanguard Dividend Appreciation ETF
VIG
|
$18.2M |
| 2 |
iShares Core S&P 500 ETF
IVV
|
$9.12M |
| 3 |
iShares Core S&P US Growth ETF
IUSG
|
$2.37M |
| 4 |
Capital Group Growth ETF
CGGR
|
$2.09M |
| 5 |
Capital Group Dividend Value ETF
CGDV
|
$1.87M |
Top Sells
| 1 |
Mondelez International
MDLZ
|
$1.94M |
| 2 |
Coca-Cola
KO
|
$1.84M |
| 3 |
Johnson & Johnson
JNJ
|
$1.68M |
| 4 |
Service Corp International
SCI
|
$1.62M |
| 5 |
Cencora
COR
|
$1.61M |
Sector Composition
| 1 | Healthcare | 16.53% |
| 2 | Consumer Staples | 9.7% |
| 3 | Financials | 8.5% |
| 4 | Consumer Discretionary | 7.96% |
| 5 | Industrials | 5.79% |
