AG

Avala Global Portfolio holdings

AUM $2.09B
1-Year Est. Return 69.79%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+69.79%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.92B
AUM Growth
+$454M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
26
New
Increased
Reduced
Closed

Top Buys

1 +$57.4M
2 +$47.8M
3 +$37.6M
4
RRX icon
Regal Rexnord
RRX
+$28.8M
5
STX icon
Seagate
STX
+$25M

Top Sells

1 +$38.4M
2 +$35.9M
3 +$34.7M
4
CRM icon
Salesforce
CRM
+$28.3M
5
MDB icon
MongoDB
MDB
+$25.6M

Sector Composition

1 Technology 41.24%
2 Consumer Discretionary 26.32%
3 Industrials 20.35%
4 Communication Services 8.43%
5 Utilities 2.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
-146,043