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
$238M
AUM Growth
+$42.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
103
New
Increased
Reduced
Closed

Top Buys

1 +$16M
2 +$5.71M
3 +$5.52M
4
JEPQ icon
JPMorgan Nasdaq Equity Premium Income ETF
JEPQ
+$5.17M
5
MSFT icon
Microsoft
MSFT
+$4.61M

Sector Composition

1 Technology 18.92%
2 Communication Services 18.17%
3 Consumer Discretionary 5.68%
4 Financials 2.57%
5 Healthcare 2.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
-1,192
102
-5,472
103
-224,159