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
$125M
AUM Growth
+$13.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
97
New
Increased
Reduced
Closed

Top Buys

1
+$8.88M
2
+$7.07M
3
+$3.75M
4
SGOL icon
abrdn Physical Gold Shares ETF
SGOL
+$3.08M
5
ICF icon
iShares Select U.S. REIT ETF
ICF
+$3M

Top Sells

1
+$6.82M
2
+$4.25M
3
+$3.06M
4
BSJH
Guggenheim BulletShares 2017 High Yield Corporate Bond ETF
BSJH
+$2.45M
5
XLY icon
State Street Consumer Discretionary Select Sector SPDR ETF
XLY
+$2.35M

Sector Composition

1 Technology 6.86%
2 Communication Services 6.23%
3 Healthcare 1.62%
4 Utilities 1.23%
5 Consumer Discretionary 0.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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