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
$260M
AUM Growth
+$33.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
81
New
Increased
Reduced
Closed

Top Buys

1 +$31.8M
2 +$20M
3 +$19.3M
4
SCHQ icon
Schwab Long-Term US Treasury ETF
SCHQ
+$14.6M
5
AAPL icon
Apple
AAPL
+$3.74M

Top Sells

1 +$32.3M
2 +$8.92M
3 +$6.2M
4
SPLV icon
Invesco S&P 500 Low Volatility ETF
SPLV
+$4.47M
5
DIS icon
Walt Disney
DIS
+$1.1M

Sector Composition

1 Communication Services 24.49%
2 Technology 13.13%
3 Consumer Discretionary 5.08%
4 Financials 1.69%
5 Healthcare 1.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
-215,262
77
-3,800
78
-65,203
79
-218,051
80
-8,500
81
-948