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
$310M
AUM Growth
-$20.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
153
New
Increased
Reduced
Closed

Top Buys

1 +$6.63M
2 +$3.55M
3 +$3.25M
4
FLTR icon
VanEck IG Floating Rate ETF
FLTR
+$2.52M
5
SMH icon
VanEck Semiconductor ETF
SMH
+$2.46M

Sector Composition

1 Technology 18.08%
2 Communication Services 17.89%
3 Consumer Discretionary 6.83%
4 Financials 3.38%
5 Healthcare 2.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
151
-8,271
152
-46,813
153
-1,759