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ACM

Avalon Capital Management Portfolio holdings

AUM $354M
1-Year Est. Return 50.12%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+50.12%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$102M
AUM Growth
-$10.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
90
New
Increased
Reduced
Closed

Top Buys

1
+$11.3M
2
+$7.57M
3
+$5.3M
4
GLD icon
SPDR Gold Trust
GLD
+$4.56M
5
QQQ icon
Invesco QQQ Trust
QQQ
+$4.46M

Top Sells

1
+$8.57M
2
+$4.48M
3
+$3.98M
4
GDX icon
VanEck Gold Miners ETF
GDX
+$3.68M
5
EPI icon
WisdomTree India Earnings Fund ETF
EPI
+$3.06M

Sector Composition

1 Technology 5.56%
2 Financials 3.93%
3 Consumer Discretionary 3.9%
4 Communication Services 3.87%
5 Healthcare 3.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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90
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