ACM
Avalon Capital Management Portfolio holdings
AUM
$372M
This Quarter Return
+5.37%
1 Year Return
+28.67%
3 Year Return
+94.33%
5 Year Return
+149.28%
10 Year Return
+594%
AUM
$124M
AUM Growth
+$124M
(-4.9%)
Cap. Flow
-$10.3M
Cap. Flow
% of AUM
-8.35%
Top 10 Holdings %
Top 10 Hldgs %
36.76%
Holding
89
New
28
Increased
12
Reduced
16
Closed
26
Top Buys
Top Sells
| 1 |
Schwab US REIT ETF
SCHH
|
$12.1M |
| 2 |
iShares 20+ Year Treasury Bond ETF
TLT
|
$9.91M |
| 3 |
Schwab U.S Small- Cap ETF
SCHA
|
$4.76M |
| 4 |
iShares 7-10 Year Treasury Bond ETF
IEF
|
$4.08M |
| 5 |
iShares China Large-Cap ETF
FXI
|
$3.54M |
Sector Composition
| 1 | Communication Services | 6.13% |
| 2 | Technology | 4.39% |
| 3 | Energy | 0.88% |
| 4 | Financials | 0.77% |
| 5 | Healthcare | 0.05% |
