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
$206M
AUM Growth
+$1.27M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
34
New
Increased
Reduced
Closed

Top Buys

1
+$4.07M
2
+$3.79M
3
+$2.17M
4
CRWD icon
CrowdStrike
CRWD
+$1.94M
5
LULU icon
lululemon athletica
LULU
+$1.91M

Top Sells

1
+$7.28M
2
+$2.05M
3
+$1.48M
4
VEEV icon
Veeva Systems
VEEV
+$1.01M
5
NVDA icon
NVIDIA
NVDA
+$896K

Sector Composition

1 Technology 66.7%
2 Consumer Discretionary 12.02%
3 Healthcare 6.55%
4 Industrials 6.47%
5 Communication Services 6.4%
Name Market Value Portfolio Weight Shares or Principal Change
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