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
$201M
AUM Growth
+$45.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
51
New
Increased
Reduced
Closed

Top Buys

1
+$9.31M
2
+$6.57M
3
+$4M
4
IPHI
INPHI CORPORATION
IPHI
+$3.5M
5
FIVE icon
Five Below
FIVE
+$3.41M

Top Sells

1
+$5.96M
2
+$3.06M
3
+$1.53M
4
AAPL icon
Apple
AAPL
+$600K

Sector Composition

1 Technology 57.07%
2 Consumer Discretionary 20.7%
3 Healthcare 6.64%
4 Financials 6.39%
5 Communication Services 4.12%
Name Market Value Portfolio Weight Shares or Principal Change
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