ACM

Avalon Capital Management Portfolio holdings

AUM $372M
1-Year Est. Return 28.67%
This Quarter Est. Return
1 Year Est. Return
+28.67%
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 +$5.73M
2 +$5.09M
3 +$3.74M
4
SPXU icon
ProShares UltraPro Short S&P 500
SPXU
+$3.66M
5
SCHH icon
Schwab US REIT ETF
SCHH
+$3.02M

Top Sells

1 +$13M
2 +$5.72M
3 +$4.29M
4
REGN icon
Regeneron Pharmaceuticals
REGN
+$1.21M
5
SPG icon
Simon Property Group
SPG
+$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