ACM
Avalon Capital Management Portfolio holdings
AUM
$418M
1-Year Est. Return
45.47%
This Fund
S&P 500
1 Year Est. Return
+45.47%
AUM
$418M
AUM Growth
+$9.99M
(+2.4%)
Holding
152
Top Buys
| 1 | +$9.59M | |
| 2 | +$9.17M | |
| 3 | +$8.61M | |
| 4 |
Invesco CurrencyShares Swiss Franc Trust
FXF
|
+$7.56M |
| 5 |
iShares MSCI Germany ETF
EWG
|
+$5.46M |
Top Sells
| 1 | +$21.6M | |
| 2 | +$9.83M | |
| 3 | +$7.56M | |
| 4 |
Berkshire Hathaway Class B
BRK.B
|
+$6.57M |
| 5 |
iShares 7-10 Year Treasury Bond ETF
IEF
|
+$6.33M |
Sector Composition
| 1 | Communication Services | 16.3% |
| 2 | Technology | 10.71% |
| 3 | Healthcare | 6.22% |
| 4 | Consumer Discretionary | 3.39% |
| 5 | Financials | 2.24% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
151
iShares TIPS Bond ETF
TIP
$14.3B
| – | – |
-14,414
|
|
||
152
State Street Energy Select Sector SPDR ETF
XLE
$37.9B
| – | – |
-6,256
|
|