ACM

Avalon Capital Management Portfolio holdings

AUM $372M
1-Year Est. Return 28.67%
This Quarter Est. Return
1 Year Est. Return
+28.67%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$124M
AUM Growth
+$5.14M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
137
New
Increased
Reduced
Closed

Top Buys

1
+$3.92M
2
+$2.62M
3
+$2.52M
4
T icon
AT&T
T
+$2.4M
5
INTC icon
Intel
INTC
+$1.9M

Top Sells

1
+$3.82M
2
+$3.29M
3
+$2.66M
4
AAPL icon
Apple
AAPL
+$2.52M
5
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$2.42M

Sector Composition

1 Technology 8.62%
2 Real Estate 5.06%
3 Communication Services 3.99%
4 Financials 3.06%
5 Healthcare 2.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.55M 1.25%
54,153
+14,462
27
$1.53M 1.24%
11,686
+6,321
28
$1.52M 1.23%
54,644
-27,623
29
$1.51M 1.22%
52,635
+17,235
30
$1.51M 1.22%
+46,875
31
$1.4M 1.13%
+31,171
32
$1.34M 1.08%
+43,846
33
$1.34M 1.08%
84,800
+66,578
34
$1.3M 1.05%
29,443
+5,900
35
$1.29M 1.04%
59,293
+46,593
36
$1.29M 1.04%
+91,503
37
$1.23M 0.99%
17,487
+267
38
$1.19M 0.96%
+14,070
39
$1.18M 0.95%
54,743
-5,142
40
$1.17M 0.95%
10,999
+5,049
41
$1.15M 0.93%
56,425
-52,670
42
$1.14M 0.92%
+2,010
43
$1.14M 0.92%
41,590
+120
44
$1.1M 0.89%
26,802
+9,132
45
$1.07M 0.86%
26,110
46
$1.04M 0.84%
15,735
-750
47
$1.03M 0.83%
+18,983
48
$1.01M 0.82%
21,250
-4,264
49
$985K 0.8%
+5,979
50
$961K 0.78%
50,475
+22,420
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