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
$119M
AUM Growth
+$17.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
129
New
Increased
Reduced
Closed

Top Buys

1
+$2.75M
2
+$2.66M
3
+$2.65M
4
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$2.38M
5
SCHB icon
Schwab US Broad Market ETF
SCHB
+$2.28M

Top Sells

1
+$3.78M
2
+$3.09M
3
+$2.86M
4
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$2.51M
5
FCX icon
Freeport-McMoran
FCX
+$2.36M

Sector Composition

1 Technology 12.33%
2 Communication Services 5.77%
3 Healthcare 5.35%
4 Financials 4.32%
5 Real Estate 3.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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