ACM
Avalon Capital Management Portfolio holdings
AUM
$372M
This Quarter Return
-0.63%
1 Year Return
+28.67%
3 Year Return
+94.33%
5 Year Return
+149.28%
10 Year Return
+594%
AUM
$109M
AUM Growth
+$109M
(-0.88%)
Cap. Flow
+$1.27M
Cap. Flow
% of AUM
1.17%
Top 10 Holdings %
Top 10 Hldgs %
44.43%
Holding
89
New
25
Increased
18
Reduced
11
Closed
32
Top Buys
| 1 |
iShares 20+ Year Treasury Bond ETF
TLT
|
$9.06M |
| 2 |
SPDR S&P 500 ETF Trust
SPY
|
$4.71M |
| 3 |
Vanguard Short-Term Corporate Bond ETF
VCSH
|
$4.26M |
| 4 |
Schwab US Large-Cap Value ETF
SCHV
|
$2.98M |
| 5 |
Invesco Emerging Markets Sovereign Debt ETF
PCY
|
$2.73M |
Top Sells
| 1 |
Invesco S&P 500 Equal Weight Health Care ETF
RSPH
|
$4.65M |
| 2 |
iShares US Real Estate ETF
IYR
|
$4.29M |
| 3 |
Prudential Financial
PRU
|
$3.16M |
| 4 |
Bank of America
BAC
|
$3.14M |
| 5 |
SPDR Portfolio Long Term Treasury ETF
SPTL
|
$2.82M |
Sector Composition
| 1 | Technology | 4.18% |
| 2 | Communication Services | 4.17% |
| 3 | Energy | 2.31% |
| 4 | Materials | 2.06% |
| 5 | Real Estate | 1.67% |
