AGAM
Avalon Global Asset Management Portfolio holdings
AUM
$355M
This Quarter Return
+1.76%
1 Year Return
+17.93%
3 Year Return
+115.42%
5 Year Return
+160.52%
10 Year Return
+443.64%
AUM
$263M
AUM Growth
+$263M
(-0.92%)
Cap. Flow
-$2.64M
Cap. Flow
% of AUM
-1.01%
Top 10 Holdings %
Top 10 Hldgs %
55.36%
Holding
51
New
4
Increased
1
Reduced
9
Closed
4
Top Buys
| 1 |
Walt Disney
DIS
|
$8.3M |
| 2 |
Lennar Class A
LEN
|
$8.1M |
| 3 |
Lithia Motors
LAD
|
$5.85M |
| 4 |
MACOM Technology Solutions
MTSI
|
$5.8M |
| 5 |
Dick's Sporting Goods
DKS
|
$1.52M |
Top Sells
| 1 |
Five Below
FIVE
|
$7.87M |
| 2 |
American Express
AXP
|
$6.05M |
| 3 |
Workday
WDAY
|
$3.59M |
| 4 |
lululemon athletica
LULU
|
$3.07M |
| 5 |
The RealReal
REAL
|
$2.44M |
Sector Composition
| 1 | Technology | 53.5% |
| 2 | Consumer Discretionary | 22.07% |
| 3 | Communication Services | 11.32% |
| 4 | Financials | 5.58% |
| 5 | Healthcare | 4.73% |