AGAM
Avalon Global Asset Management Portfolio holdings
AUM
$436M
1-Year Est. Return
21.93%
1 Year Est. Return
+21.93%
AUM
$355M
AUM Growth
+$60.3M
(+20%)
Holding
45
Top Buys
| 1 | +$14.6M | |
| 2 | +$11M | |
| 3 | +$6.67M | |
| 4 |
Generac Holdings
GNRC
|
+$6.44M |
| 5 |
Edwards Lifesciences
EW
|
+$4.3M |
Top Sells
| 1 | +$13.3M | |
| 2 | +$8.26M | |
| 3 | +$6.87M | |
| 4 |
NVIDIA
NVDA
|
+$5.06M |
| 5 |
CrowdStrike
CRWD
|
+$4.07M |
Sector Composition
| 1 | Technology | 67.76% |
| 2 | Consumer Discretionary | 13.88% |
| 3 | Industrials | 12.91% |
| 4 | Communication Services | 3.27% |
| 5 | Healthcare | 1.21% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
26
Sherwin-Williams
SHW
$82.3B
| $3.43M | 0.41% |
10,000
-20,000
|
|
||
27
Carvana
CVNA
$45B
| – | – |
-10,000
|
|
||
28
Dell
DELL
$89.6B
| – | – |
0
|
|
||
29
Dick's Sporting Goods
DKS
$19.4B
| – | – |
-65,900
|
|
||
30
Darden Restaurants
DRI
$20.2B
| – | – |
0
|
|
||
31
Estee Lauder
EL
$31.8B
| – | – |
0
|
|
||
32
iShares Russell 2000 ETF
IWM
$68.2B
| – | – |
0
|
|
||
33
Eli Lilly
LLY
$918B
| – | – |
-10,000
|
|
||
34
Marvell Technology
MRVL
$74.5B
| – | – |
0
|
|
||
35
Nike
NKE
$94.9B
| – | – |
0
|
|
||
36
Pultegroup
PHM
$23.1B
| – | – |
0
|
|
||
37
Invesco QQQ Trust
QQQ
$387B
| – | – |
0
|
|
||
38
SharkNinja
SN
$12.4B
| – | – |
-40,000
|
|
||
39
Atlassian
TEAM
$39.9B
| – | – |
-15,000
|
|
||
40
iShares 20+ Year Treasury Bond ETF
TLT
$47.8B
| – | – |
0
|
|
||
41
Tesla
TSLA
$1.34T
| – | – |
0
|
|
||
42
Ulta Beauty
ULTA
$23.7B
| – | – |
0
|
|
||
43
Vertiv
VRT
$65.4B
| – | – |
0
|
|
||
44
Williams-Sonoma
WSM
$22.2B
| – | – |
0
|
|
||
45
Yeti Holdings
YETI
$2.9B
| – | – |
0
|
|