ACM
Avalon Capital Management Portfolio holdings
AUM
$372M
This Quarter Return
+6.03%
1 Year Return
+28.67%
3 Year Return
+94.33%
5 Year Return
+149.28%
10 Year Return
+594%
AUM
$120M
AUM Growth
+$120M
(-2.7%)
Cap. Flow
-$1M
Cap. Flow
% of AUM
-0.83%
Top 10 Holdings %
Top 10 Hldgs %
33.1%
Holding
122
New
29
Increased
19
Reduced
32
Closed
31
Top Buys
| 1 |
Apple
AAPL
|
$7.02M |
| 2 |
Invesco S&P 500 Top 50 ETF
XLG
|
$3.48M |
| 3 |
VanEck Junior Gold Miners ETF
GDXJ
|
$3.23M |
| 4 |
ProShares UltraShort Dow 30
DXD
|
$2.63M |
| 5 |
Technology Select Sector SPDR Fund
XLK
|
$2.53M |
Top Sells
| 1 |
iShares 20+ Year Treasury Bond ETF
TLT
|
$3.09M |
| 2 |
Utilities Select Sector SPDR Fund
XLU
|
$2.62M |
| 3 |
SPDR S&P Oil & Gas Exploration & Production ETF
XOP
|
$2.42M |
| 4 |
AT&T
T
|
$2.4M |
| 5 |
Intel
INTC
|
$2.32M |
Sector Composition
| 1 | Technology | 8.94% |
| 2 | Financials | 6.27% |
| 3 | Energy | 4.81% |
| 4 | Real Estate | 3.58% |
| 5 | Communication Services | 3.29% |
