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ACM

Avalon Capital Management Portfolio holdings

AUM $354M
1-Year Est. Return 50.12%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+50.12%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$84.2M
AUM Growth
+$1.91M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
40
New
Increased
Reduced
Closed

Top Buys

1
+$12.7M
2
+$10.2M
3
+$9.2M
4
NOCT icon
Innovator Growth-100 Power Buffer ETF October
NOCT
+$6.53M
5
GBIL icon
Goldman Sachs Access Treasury 0-1 Year ETF
GBIL
+$2.26M

Top Sells

1
+$6.09M
2
+$5.37M
3
+$5.09M
4
JPSE icon
JPMorgan Diversified Return US Small Cap Equity ETF
JPSE
+$3.75M
5
SPLV icon
Invesco S&P 500 Low Volatility ETF
SPLV
+$3.43M

Sector Composition

1 Communication Services 7.61%
2 Consumer Discretionary 6.54%
3 Technology 5.63%
4 Healthcare 0.71%
5 Industrials 0.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
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-9,722
27
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-226,080
28
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-115,051
29
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-63,915
30
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-99,142
31
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-57,002
32
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-10,063
33
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-46,580
34
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-83,187
35
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-35,972
36
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-800
37
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-58,771
38
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-177,020
39
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-76,235
40
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-11,870
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