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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
$102M
AUM Growth
-$10.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
90
New
Increased
Reduced
Closed

Top Buys

1
+$11.3M
2
+$7.57M
3
+$5.3M
4
GLD icon
SPDR Gold Trust
GLD
+$4.56M
5
QQQ icon
Invesco QQQ Trust
QQQ
+$4.46M

Top Sells

1
+$8.57M
2
+$4.48M
3
+$3.98M
4
GDX icon
VanEck Gold Miners ETF
GDX
+$3.68M
5
EPI icon
WisdomTree India Earnings Fund ETF
EPI
+$3.06M

Sector Composition

1 Technology 5.56%
2 Financials 3.93%
3 Consumer Discretionary 3.9%
4 Communication Services 3.87%
5 Healthcare 3.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$229K 0.23%
23,690
-50,270
52
$227K 0.22%
17,432
-14,756
53
$218K 0.21%
900
54
$210K 0.21%
+20,580
55
– –
-16,130
56
– –
-105,200
57
– –
-1,658
58
– –
-6,326
59
– –
-20,529
60
– –
-109,869
61
– –
-262
62
– –
-13,872
63
– –
-20,961
64
– –
-33,121
65
– –
-22,300
66
– –
-6,619
67
– –
-59,430
68
– –
-118,107
69
– –
-124,865
70
– –
-13,294
71
– –
-47,170
72
– –
-90,251
73
– –
-58,975
74
– –
-59,124
75
– –
-215,236
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3
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