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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
$101M
AUM Growth
-$979K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
73
New
Increased
Reduced
Closed

Top Buys

1
+$10.7M
2
+$7.85M
3
+$3.83M
4
SCHA icon
Schwab U.S Small- Cap ETF
SCHA
+$3.82M
5
DPK
Direxion Daily Developed Markets Bear 3x Shares
DPK
+$3.4M

Top Sells

1
+$11.1M
2
+$7.61M
3
+$5M
4
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$3.76M
5
ERY icon
Direxion Daily Energy Bear 2X ETF
ERY
+$3.01M

Sector Composition

1 Communication Services 7.03%
2 Consumer Discretionary 6.02%
3 Healthcare 4.15%
4 Technology 4.12%
5 Financials 2.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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