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
$330M
AUM Growth
+$14.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
144
New
Increased
Reduced
Closed

Top Buys

1
+$7.53M
2
+$6.28M
3
+$5.53M
4
JIRE icon
JPMorgan International Research Enhanced Equity ETF
JIRE
+$5.04M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$3.23M

Top Sells

1
+$12.7M
2
+$9.17M
3
+$4.26M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$3.21M
5
CALF icon
Pacer US Small Cap Cash Cows 100 ETF
CALF
+$2.48M

Sector Composition

1 Technology 15.75%
2 Communication Services 15.37%
3 Consumer Discretionary 5.22%
4 Financials 3.42%
5 Healthcare 2.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.13M 0.34%
+60,533
52
$1.03M 0.31%
3,715
-88
53
$1.02M 0.31%
3,887
+274
54
$877K 0.27%
1,797
-37
55
$875K 0.27%
31,050
56
$846K 0.26%
17,895
+598
57
$844K 0.26%
+29,701
58
$831K 0.25%
30,525
+15,770
59
$827K 0.25%
1,444
+73
60
$815K 0.25%
5,320
61
$812K 0.25%
1,415
-13
62
$803K 0.24%
8,372
+28
63
$790K 0.24%
17,922
-424
64
$778K 0.24%
6,854
-1,640
65
$762K 0.23%
21,751
66
$742K 0.22%
+520
67
$739K 0.22%
7,536
68
$718K 0.22%
3,180
69
$679K 0.21%
1,311
-887
70
$642K 0.19%
3,912
71
$594K 0.18%
3,430
-5
72
$585K 0.18%
3,721
73
$581K 0.18%
3,913
74
$558K 0.17%
4,121
75
$548K 0.17%
+5,163
1 2
3
4 5