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
$124M
AUM Growth
+$5.14M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
137
New
Increased
Reduced
Closed

Top Buys

1
+$3.92M
2
+$2.62M
3
+$2.52M
4
T icon
AT&T
T
+$2.4M
5
INTC icon
Intel
INTC
+$1.9M

Top Sells

1
+$3.82M
2
+$3.29M
3
+$2.66M
4
AAPL icon
Apple
AAPL
+$2.52M
5
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$2.42M

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
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