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
$147M
AUM Growth
-$9.49M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
39
New
Increased
Reduced
Closed

Top Buys

1
+$6.03M
2
+$5.39M
3
+$4.05M
4
UNH icon
UnitedHealth
UNH
+$3.61M
5
PLCE icon
Children's Place
PLCE
+$2.55M

Top Sells

1
+$5.4M
2
+$5.08M
3
+$4.59M
4
JWN
Nordstrom
JWN
+$4.44M
5
JAZZ icon
Jazz Pharmaceuticals
JAZZ
+$3.3M

Sector Composition

1 Technology 49.61%
2 Consumer Discretionary 23.13%
3 Healthcare 13.01%
4 Financials 4.87%
5 Communication Services 4.34%
Name Market Value Portfolio Weight Shares or Principal Change
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