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ACA

AYAL Capital Advisors Portfolio holdings

AUM $195M
1-Year Est. Return 39.67%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+39.67%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$173M
AUM Growth
-$10.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
64
New
Increased
Reduced
Closed

Top Buys

1
+$6.63M
2
+$6.55M
3
+$5.88M
4
DD icon
DuPont de Nemours
DD
+$5.25M
5
BIO icon
Bio-Rad Laboratories Class A
BIO
+$4.76M

Top Sells

1
+$8.98M
2
+$6.49M
3
+$6.39M
4
AMRZ
Amrize Ltd
AMRZ
+$5.45M
5
GL icon
Globe Life
GL
+$5.34M

Sector Composition

1 Industrials 28.32%
2 Healthcare 15.12%
3 Materials 13.36%
4 Technology 9.1%
5 Consumer Discretionary 8.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.5M 2.02%
+256,200
27
$2.94M 1.7%
+225,000
28
$2.71M 1.56%
125,000
29
$2.67M 1.54%
22,000
-18,000
30
$1.08M 0.62%
12,250
+2,100
31
$823K 0.47%
+60,000
32
$724K 0.42%
15,600
-102,600
33
$341K 0.2%
49,500
-541,200
34
– –
0
35
– –
-26,000
36
– –
0
37
– –
-60,000
38
– –
0
39
– –
0
40
– –
0
41
– –
-175,100
42
– –
-210,000
43
– –
-43,000
44
– –
0
45
– –
0
46
– –
0
47
– –
0
48
– –
0
49
– –
-13,300
50
– –
0
1
2
3