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
$168M
AUM Growth
+$21.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
42
New
Increased
Reduced
Closed

Top Buys

1
+$9.76M
2
+$5.78M
3
+$5.17M
4
CRWD icon
CrowdStrike
CRWD
+$4.24M
5
ADI icon
Analog Devices
ADI
+$4.16M

Top Sells

1
+$5.88M
2
+$3.9M
3
+$3.45M
4
SWK icon
Stanley Black & Decker
SWK
+$2.89M
5
MU icon
Micron Technology
MU
+$1.81M

Sector Composition

1 Technology 56.45%
2 Consumer Discretionary 18.44%
3 Healthcare 10.44%
4 Consumer Staples 5.7%
5 Communication Services 4.5%
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