ACM

Avalon Capital Management Portfolio holdings

AUM $418M
1-Year Est. Return 45.47%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+45.47%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$118M
AUM Growth
+$24.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
51
New
Increased
Reduced
Closed

Top Buys

1
+$6.28M
2
+$5.02M
3
+$4.2M
4
GLD icon
SPDR Gold Trust
GLD
+$3.78M
5
SCHH icon
Schwab US REIT ETF
SCHH
+$2.88M

Top Sells

1
+$11.6M
2
+$5.58M
3
+$4.29M
4
REGN icon
Regeneron Pharmaceuticals
REGN
+$1.21M
5
TWM icon
ProShares UltraShort Russell2000
TWM
+$1.08M

Sector Composition

1 Communication Services 7.4%
2 Consumer Discretionary 5.05%
3 Technology 3.86%
4 Healthcare 3.03%
5 Materials 0.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
– –
-14,029
1 2
3