ACM

Avalon Capital Management Portfolio holdings

AUM $372M
1-Year Est. Return 28.67%
This Quarter Est. Return
1 Year Est. Return
+28.67%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$130M
AUM Growth
+$2.12M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
101
New
Increased
Reduced
Closed

Top Buys

1
+$5.09M
2
+$4.91M
3
+$4.16M
4
FNDC icon
Schwab Fundamental International Small Company Index ETF
FNDC
+$4M
5
SCHA icon
Schwab U.S Small- Cap ETF
SCHA
+$3.06M

Top Sells

1
+$5.93M
2
+$4.69M
3
+$4.52M
4
SPTL icon
SPDR Portfolio Long Term Treasury ETF
SPTL
+$2.86M
5
GEUR
AdvisorShares Gartman Gold/Euro ETF
GEUR
+$2.78M

Sector Composition

1 Technology 9.48%
2 Healthcare 4.24%
3 Communication Services 4.11%
4 Consumer Discretionary 1.52%
5 Industrials 1.5%
Name Market Value Portfolio Weight Shares or Principal Change
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