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
$178M
AUM Growth
+$36.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
31
New
Increased
Reduced
Closed

Top Buys

1 +$7.71M
2 +$4.28M
3 +$3.36M
4
RL icon
Ralph Lauren
RL
+$2.33M
5
SPLK
Splunk Inc
SPLK
+$1.92M

Top Sells

1 +$5.56M
2 +$3.64M
3 +$2.98M
4
HD icon
Home Depot
HD
+$2.95M
5
PYPL icon
PayPal
PYPL
+$2.49M

Sector Composition

1 Technology 69.46%
2 Consumer Discretionary 13.23%
3 Healthcare 7.21%
4 Communication Services 5.82%
5 Industrials 4.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
0
27
0
28
-35,000
29
0
30
-20,000
31
0