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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
$135M
AUM Growth
-$8.88M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
111
New
Increased
Reduced
Closed

Top Buys

1
+$4.2M
2
+$3.46M
3
+$3.03M
4
DBJP icon
Xtrackers MSCI Japan Hedged Equity ETF
DBJP
+$2.97M
5
IWM icon
iShares Russell 2000 ETF
IWM
+$2.84M

Top Sells

1
+$7.29M
2
+$3.67M
3
+$3.51M
4
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$3.35M
5
FEZ icon
State Street SPDR EURO STOXX 50 ETF
FEZ
+$2.73M

Sector Composition

1 Technology 9.02%
2 Financials 8.23%
3 Communication Services 5.55%
4 Consumer Discretionary 4.73%
5 Healthcare 4.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
– –
-70,915
102
– –
-49,230
103
– –
-117,033
104
– –
-40,705
105
– –
-80,937
106
– –
-75,098
107
– –
-138,961
108
– –
-29,525
109
– –
-27,796
110
– –
-36,625
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5