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
$355M
AUM Growth
+$60.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
45
New
Increased
Reduced
Closed

Top Buys

1
+$12.7M
2
+$8.73M
3
+$5.74M
4
GNRC icon
Generac Holdings
GNRC
+$5.49M
5
EW icon
Edwards Lifesciences
EW
+$4.1M

Top Sells

1
+$12.2M
2
+$8.26M
3
+$6.93M
4
NVDA icon
NVIDIA
NVDA
+$4.03M
5
CRWD icon
CrowdStrike
CRWD
+$3.47M

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
$3.43M 0.97%
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