ACM

Avalon Capital Management Portfolio holdings

AUM $408M
1-Year Est. Return 40.79%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+40.79%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$144M
AUM Growth
+$8.99M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
123
New
Increased
Reduced
Closed

Top Buys

1
+$3.87M
2
+$3.68M
3
+$3.65M
4
BOND icon
PIMCO Active Bond Exchange-Traded Fund
BOND
+$3.24M
5
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$2.38M

Top Sells

1
+$7.14M
2
+$5.9M
3
+$4.92M
4
VCLT icon
Vanguard Long-Term Corporate Bond ETF
VCLT
+$4.5M
5
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$3.05M

Sector Composition

1 Healthcare 6.91%
2 Consumer Discretionary 6.21%
3 Technology 4.87%
4 Communication Services 4.66%
5 Financials 4.37%
Name Market Value Portfolio Weight Shares or Principal Change
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