AGAM

Avalon Global Asset Management Portfolio holdings

AUM $355M
1-Year Est. Return 17.93%
This Quarter Est. Return
1 Year Est. Return
+17.93%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$146M
AUM Growth
-$140K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
46
New
Increased
Reduced
Closed

Top Buys

1
+$5.88M
2
+$5.29M
3
+$3.45M
4
WW
WW International
WW
+$2.84M
5
YETI icon
Yeti Holdings
YETI
+$1.68M

Top Sells

1
+$5.04M
2
+$4.75M
3
+$4.55M
4
UNH icon
UnitedHealth
UNH
+$3.66M
5
PLCE icon
Children's Place
PLCE
+$2.38M

Sector Composition

1 Technology 54.63%
2 Consumer Discretionary 17.28%
3 Healthcare 10.72%
4 Consumer Staples 6.09%
5 Communication Services 4.9%
Name Market Value Portfolio Weight Shares or Principal Change
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