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
$108M
AUM Growth
+$6.39M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
26
New
Increased
Reduced
Closed

Top Buys

1 +$5.84M
2 +$4.67M
3 +$4.33M
4
JMST icon
JPMorgan Ultra-Short Municipal Income ETF
JMST
+$510K
5
TIP icon
iShares TIPS Bond ETF
TIP
+$146K

Top Sells

1 +$7.64M
2 +$4.57M
3 +$763K
4
AMZN icon
Amazon
AMZN
+$491K
5
JQUA icon
JPMorgan US Quality Factor ETF
JQUA
+$413K

Sector Composition

1 Consumer Discretionary 7.78%
2 Technology 7.11%
3 Communication Services 4.74%
4 Financials 0.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
-48,619