AG
Avala Global Portfolio holdings
AUM
$2.42B
1-Year Est. Return
90.94%
1 Year Est. Return
+90.94%
AUM
$1.3B
AUM Growth
+$266M
(+26%)
Holding
27
Top Buys
| 1 | +$82.7M | |
| 2 | +$71.5M | |
| 3 | +$70.7M | |
| 4 |
Builders FirstSource
BLDR
|
+$69M |
| 5 |
News Corp Class A
NWSA
|
+$63M |
Top Sells
| 1 | +$81.8M | |
| 2 | +$64.1M | |
| 3 | +$61.2M | |
| 4 |
Lamb Weston
LW
|
+$50.1M |
| 5 |
Sony
SONY
|
+$34M |
Sector Composition
| 1 | Technology | 53.52% |
| 2 | Consumer Discretionary | 16.21% |
| 3 | Communication Services | 13.57% |
| 4 | Industrials | 6.83% |
| 5 | Consumer Staples | 6.17% |