We are live on ! Find out more
ACM

Avos Capital Management Portfolio holdings

AUM $253M
1-Year Est. Return 13.56%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+13.56%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$214M
AUM Growth
+$38.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
59
New
Increased
Reduced
Closed

Top Buys

1
+$3.57M
2
+$3.31M
3
+$2.99M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$2.74M
5
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$1.61M

Top Sells

1
+$1.74M
2
+$1.73M

Sector Composition

1 Energy 4.41%
2 Technology 0.85%
3 Financials 0.69%
4 Communication Services 0.32%
5 Consumer Staples 0.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.28M 0.6%
34,042
+7,110
27
$912K 0.43%
1,761
+562
28
$852K 0.4%
20,300
+12,031
29
$760K 0.35%
24,520
+9,422
30
$711K 0.33%
1,414
31
$664K 0.31%
24,582
+13,679
32
$660K 0.31%
2,592
+1,098
33
$631K 0.29%
18,807
+4,349
34
$561K 0.26%
7,000
35
$517K 0.24%
8,058
+2,409
36
$487K 0.23%
+15,075
37
$467K 0.22%
9,229
+3,593
38
$439K 0.2%
+6,614
39
$435K 0.2%
+1,789
40
$420K 0.2%
1,331
+588
41
$373K 0.17%
27,796
+222
42
$367K 0.17%
7,412
+1,871
43
$356K 0.17%
+1,044
44
$356K 0.17%
+1,919
45
$353K 0.16%
+2,299
46
$335K 0.16%
8,058
+3,163
47
$326K 0.15%
+5,387
48
$325K 0.15%
+1,079
49
$324K 0.15%
+3,142
50
$307K 0.14%
7,815
1
2
3