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
$315M
AUM Growth
+$71.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
129
New
Increased
Reduced
Closed

Top Buys

1 +$19.1M
2 +$7.71M
3 +$7.18M
4
XLV icon
Health Care Select Sector SPDR Fund
XLV
+$5.51M
5
GDX icon
VanEck Gold Miners ETF
GDX
+$3.96M

Top Sells

1 +$9.27M
2 +$2.77M
3 +$2.67M
4
SMH icon
VanEck Semiconductor ETF
SMH
+$2.63M
5
SMOT icon
VanEck Morningstar SMID Moat ETF
SMOT
+$1.93M

Sector Composition

1 Communication Services 20.24%
2 Technology 16.24%
3 Consumer Discretionary 5.41%
4 Healthcare 2.85%
5 Financials 2.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
-8,089
127
-3,472
128
-1,223
129
-1,141