ACM
Avalon Capital Management Portfolio holdings
AUM
$372M
This Quarter Return
+6.52%
1 Year Return
+28.67%
3 Year Return
+94.33%
5 Year Return
+149.28%
10 Year Return
+594%
AUM
$112M
AUM Growth
+$112M
(-22%)
Cap. Flow
-$38.1M
Cap. Flow
% of AUM
-34.05%
Top 10 Holdings %
Top 10 Hldgs %
40.36%
Holding
112
New
23
Increased
9
Reduced
37
Closed
41
Top Buys
| 1 |
SPDR Bloomberg Barclays International Treasury Bond ETF
BWX
|
$8.58M |
| 2 |
VanEck Gold Miners ETF
GDX
|
$4.74M |
| 3 |
Schwab US REIT ETF
SCHH
|
$4.48M |
| 4 |
WisdomTree India Earnings Fund ETF
EPI
|
$3.06M |
| 5 |
iShares US Real Estate ETF
IYR
|
$2.84M |
Top Sells
Sector Composition
| 1 | Technology | 7.56% |
| 2 | Financials | 5.5% |
| 3 | Consumer Discretionary | 4.27% |
| 4 | Communication Services | 3.61% |
| 5 | Healthcare | 2.59% |
