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
$101M
AUM Growth
-$289K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
103
New
Increased
Reduced
Closed

Top Buys

1 +$3.92M
2 +$2.35M
3 +$2.23M
4
BMY icon
Bristol-Myers Squibb
BMY
+$1.78M
5
WBA
Walgreens Boots Alliance
WBA
+$1.75M

Top Sells

1 +$5.75M
2 +$2.96M
3 +$2.89M
4
DXJ icon
WisdomTree Japan Hedged Equity Fund
DXJ
+$2.13M
5
IWM icon
iShares Russell 2000 ETF
IWM
+$1.54M

Sector Composition

1 Healthcare 8.28%
2 Technology 6.09%
3 Communication Services 3.98%
4 Energy 3.72%
5 Materials 3.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
-13,300
102
-25,200
103
-48,750