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
$292M
AUM Growth
-$12.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
54
New
Increased
Reduced
Closed

Top Buys

1 +$6.65M
2 +$6M
3 +$3.7M
4
CHGG icon
Chegg
CHGG
+$2.72M
5
SWKS icon
Skyworks Solutions
SWKS
+$2.47M

Top Sells

1 +$10.4M
2 +$7.01M
3 +$3.48M
4
CRWD icon
CrowdStrike
CRWD
+$2.21M
5
WW
WW International
WW
+$1.37M

Sector Composition

1 Technology 58.46%
2 Consumer Discretionary 14.52%
3 Communication Services 9.94%
4 Healthcare 6.72%
5 Financials 5.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
$3.88M 0.62%
50,000
27
$3.7M 0.59%
+35,000
28
$3.12M 0.5%
170,900
-75,000
29
$2.02M 0.32%
75,000
+25,000
30
$1.72M 0.28%
+40,000
31
0
32
0
33
0
34
0
35
-70,000
36
0
37
0
38
0
39
0
40
0
41
0
42
-36,155
43
0
44
0
45
0
46
0
47
0
48
0
49
0
50
0