AGAM

Avalon Global Asset Management Portfolio holdings

AUM $450M
1-Year Est. Return 36.2%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+36.2%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$135M
AUM Growth
-$46.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
40
New
Increased
Reduced
Closed

Top Buys

1
+$5.03M
2
+$4.39M
3
+$4.21M
4
TWOU
2U Inc
TWOU
+$1.3M
5
LULU icon
lululemon athletica
LULU
+$782K

Top Sells

1
+$5.32M
2
+$5.1M
3
+$4.4M
4
WDC icon
Western Digital
WDC
+$4.12M
5
SWK icon
Stanley Black & Decker
SWK
+$3.66M

Sector Composition

1 Technology 48.73%
2 Consumer Discretionary 27.42%
3 Healthcare 11.88%
4 Communication Services 4.46%
5 Financials 4.15%
Name Market Value Portfolio Weight Shares or Principal Change
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