ACM

Avalon Capital Management Portfolio holdings

AUM $408M
1-Year Est. Return 40.79%
This Quarter Est. Return
1 Year Est. Return
+40.79%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$130M
AUM Growth
+$10.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
93
New
Increased
Reduced
Closed

Top Buys

1
+$13.4M
2
+$4.76M
3
+$4.08M
4
XBI icon
State Street SPDR S&P Biotech ETF
XBI
+$3.94M
5
XLP icon
State Street Consumer Staples Select Sector SPDR ETF
XLP
+$3.91M

Top Sells

1
+$5.19M
2
+$5.09M
3
+$3.07M
4
IBM icon
IBM
IBM
+$2.87M
5
AAPL icon
Apple
AAPL
+$2.57M

Sector Composition

1 Technology 6.1%
2 Communication Services 1.5%
3 Energy 0.9%
4 Consumer Staples 0.73%
5 Healthcare 0.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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