ACM

Avalon Capital Management Portfolio holdings

AUM $408M
1-Year Est. Return 40.79%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+40.79%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$128M
AUM Growth
+$3.17M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
103
New
Increased
Reduced
Closed

Top Buys

1
+$5.93M
2
+$4.69M
3
+$2.98M
4
SPTL icon
State Street SPDR Portfolio Long Term Treasury ETF
SPTL
+$2.86M
5
GEUR
AdvisorShares Gartman Gold/Euro ETF
GEUR
+$2.78M

Top Sells

1
+$8.53M
2
+$3.83M
3
+$3.75M
4
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$3.11M
5
SGOL icon
abrdn Physical Gold Shares ETF
SGOL
+$3.09M

Sector Composition

1 Technology 5.05%
2 Communication Services 2.65%
3 Healthcare 2.49%
4 Consumer Staples 1.98%
5 Financials 1.58%
Name Market Value Portfolio Weight Shares or Principal Change
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