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
$119M
AUM Growth
+$17.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
129
New
Increased
Reduced
Closed

Top Buys

1 +$2.75M
2 +$2.66M
3 +$2.65M
4
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$2.38M
5
SCHB icon
Schwab US Broad Market ETF
SCHB
+$2.28M

Top Sells

1 +$3.78M
2 +$3.09M
3 +$2.86M
4
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$2.51M
5
FCX icon
Freeport-McMoran
FCX
+$2.36M

Sector Composition

1 Technology 12.33%
2 Communication Services 5.77%
3 Healthcare 5.35%
4 Financials 4.32%
5 Real Estate 3.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
-14,556
127
-11,810
128
-10,042
129
-21,680