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
$106M
AUM Growth
-$2.21M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
30
New
Increased
Reduced
Closed

Top Buys

1 +$9.79M
2 +$8.21M
3 +$5.38M
4
SDY icon
SPDR S&P Dividend ETF
SDY
+$4.96M
5
PBW icon
Invesco WilderHill Clean Energy ETF
PBW
+$2.44M

Sector Composition

1 Consumer Discretionary 8.65%
2 Technology 8.23%
3 Communication Services 5.87%
4 Financials 0.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
-354,232
27
-380,408
28
-69,555
29
-59,683
30
-10,300