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
$120M
AUM Growth
-$3.37M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
122
New
Increased
Reduced
Closed

Top Buys

1
+$3.48M
2
+$3.23M
3
+$2.63M
4
XLK icon
Technology Select Sector SPDR Fund
XLK
+$2.53M
5
GE icon
GE Aerospace
GE
+$2.22M

Top Sells

1
+$3.09M
2
+$2.62M
3
+$2.42M
4
T icon
AT&T
T
+$2.4M
5
INTC icon
Intel
INTC
+$2.32M

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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-270,780
110
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122
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-43,846
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