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
$156M
AUM Growth
+$26M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
46
New
Increased
Reduced
Closed

Top Buys

1
+$3.43M
2
+$2.77M
3
+$1.78M
4
JWN
Nordstrom
JWN
+$1.76M
5
SLAB icon
Silicon Laboratories
SLAB
+$467K

Top Sells

1
+$7.22M
2
+$6.37M
3
+$4.82M
4
AVGO icon
Broadcom
AVGO
+$4.1M
5
UNH icon
UnitedHealth
UNH
+$3.58M

Sector Composition

1 Technology 56.6%
2 Consumer Discretionary 20.68%
3 Financials 6.74%
4 Healthcare 6.69%
5 Communication Services 5.13%
Name Market Value Portfolio Weight Shares or Principal Change
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