ACM
Avalon Capital Management Portfolio holdings
AUM
$372M
This Quarter Return
+2.94%
1 Year Return
+28.67%
3 Year Return
+94.33%
5 Year Return
+149.28%
10 Year Return
+594%
AUM
$111M
AUM Growth
+$111M
(+2.1%)
Cap. Flow
+$1.14M
Cap. Flow
% of AUM
1.03%
Top 10 Holdings %
Top 10 Hldgs %
40.44%
Holding
89
New
32
Increased
13
Reduced
13
Closed
25
Top Buys
| 1 |
Alphabet (Google) Class A
GOOGL
|
$4.38M |
| 2 |
iShare MSCI Eurozone ETF
EZU
|
$3.55M |
| 3 |
Invesco S&P 500 Top 50 ETF
XLG
|
$2.63M |
| 4 |
Duke Energy
DUK
|
$2.27M |
| 5 |
iShares Core US Aggregate Bond ETF
AGG
|
$2.1M |
Top Sells
Sector Composition
| 1 | Communication Services | 5.84% |
| 2 | Technology | 3.9% |
| 3 | Healthcare | 2.49% |
| 4 | Utilities | 2.04% |
| 5 | Industrials | 1.76% |
