We are live on ! Find out more
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
$124M
AUM Growth
+$5.14M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
137
New
Increased
Reduced
Closed

Top Buys

1
+$3.84M
2
+$2.54M
3
+$2.49M
4
T icon
AT&T
T
+$2.28M
5
INTC icon
Intel
INTC
+$1.84M

Top Sells

1
+$3.76M
2
+$2.66M
3
+$2.5M
4
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$2.4M
5
DBJP icon
Xtrackers MSCI Japan Hedged Equity ETF
DBJP
+$2.24M

Sector Composition

1 Technology 8.62%
2 Real Estate 5.06%
3 Communication Services 3.99%
4 Financials 3.06%
5 Healthcare 2.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
– –
-57,746
102
– –
-7,251
103
– –
-22,970
104
– –
-28,869
105
– –
-8,559
106
– –
-19,670
107
– –
-13,323
108
– –
-21,860
109
– –
-103,570
110
– –
-2,465
111
– –
-15,371
112
– –
-31,048
113
– –
-6,513
114
– –
-49,999
115
– –
-37,100
116
– –
-22,464
117
– –
-7,226
118
– –
-19,850
119
– –
-24,340
120
– –
-5,005
121
– –
-32,745
122
– –
-15,910
123
– –
-15,686
124
– –
-10,747
125
– –
-6,415
2 3 4
5
6