ACM
Avalon Capital Management Portfolio holdings
AUM
$372M
This Quarter Return
+5.31%
1 Year Return
+28.67%
3 Year Return
+94.33%
5 Year Return
+149.28%
10 Year Return
+594%
AUM
$144M
AUM Growth
+$144M
(+6.6%)
Cap. Flow
+$4.64M
Cap. Flow
% of AUM
3.21%
Top 10 Holdings %
Top 10 Hldgs %
29.53%
Holding
123
New
49
Increased
12
Reduced
26
Closed
34
Top Buys
| 1 |
Industrial Select Sector SPDR Fund
XLI
|
$3.87M |
| 2 |
Direxion Daily Small Cap Bull 3x Shares
TNA
|
$3.68M |
| 3 |
iShares MSCI Emerging Markets ETF
EEM
|
$3.65M |
| 4 |
PIMCO Active Bond Exchange-Traded Fund
BOND
|
$3.24M |
| 5 |
Schwab US Large- Cap ETF
SCHX
|
$2.38M |
Top Sells
Sector Composition
| 1 | Healthcare | 6.91% |
| 2 | Consumer Discretionary | 6.21% |
| 3 | Technology | 4.87% |
| 4 | Communication Services | 4.66% |
| 5 | Financials | 4.37% |
