ACM

Avalon Capital Management Portfolio holdings

AUM $418M
1-Year Est. Return 45.47%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+45.47%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$120M
AUM Growth
-$3.37M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
122
New
Increased
Reduced
Closed

Top Buys

1
+$3.4M
2
+$2.81M
3
+$2.72M
4
XLK icon
State Street Technology Select Sector SPDR ETF
XLK
+$2.44M
5
GE icon
GE Aerospace
GE
+$2.24M

Top Sells

1
+$3.04M
2
+$2.62M
3
+$2.42M
4
T icon
AT&T
T
+$2.4M
5
SCHB icon
Schwab US Broad Market ETF
SCHB
+$2.06M

Sector Composition

1 Technology 8.94%
2 Financials 6.27%
3 Energy 4.81%
4 Real Estate 3.58%
5 Communication Services 3.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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