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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
51
$300K 0.14%
+13,913
52
$260K 0.12%
+5,908
53
$256K 0.12%
+348
54
$246K 0.11%
9,000
55
$244K 0.11%
252
56
$231K 0.11%
+347
57
$229K 0.11%
+4,137
58
$225K 0.11%
+7,956
59
$201K 0.09%
+1,779
1 2
3