ACM
Avos Capital Management Portfolio holdings
AUM
$214M
1-Year Est. Return
7.86%
1 Year Est. Return
+7.86%
AUM
$214M
AUM Growth
+$38.9M
(+22%)
Holding
59
Top Buys
| 1 | +$3.58M | |
| 2 | +$3.46M | |
| 3 | +$3.05M | |
| 4 |
Vanguard FTSE Developed Markets ETF
VEA
|
+$2.82M |
| 5 |
iShares 20+ Year Treasury Bond ETF
TLT
|
+$1.65M |
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 | |
|---|---|---|---|---|---|---|
51
iShares MSCI Hong Kong ETF
EWH
$672M
| $300K | 0.14% |
+13,913
|
|
||
52
iShares MSCI France ETF
EWQ
$396M
| $260K | 0.12% |
+5,908
|
|
||
53
Meta Platforms (Facebook)
META
$1.65T
| $256K | 0.12% |
+348
|
|
||
54
Schwab US Dividend Equity ETF
SCHD
$71.4B
| $246K | 0.11% |
9,000
|
|
||
55
ASML
ASML
$436B
| $244K | 0.11% |
252
|
|
||
56
SPDR S&P 500 ETF Trust
SPY
$708B
| $231K | 0.11% |
+347
|
|
||
57
iShares MSCI Switzerland ETF
EWL
$1.51B
| $229K | 0.11% |
+4,137
|
|
||
58
iShares MSCI Singapore ETF
EWS
$819M
| $225K | 0.11% |
+7,956
|
|
||
59
Exxon Mobil
XOM
$504B
| $201K | 0.09% |
+1,779
|
|