ACM

Academy Capital Management Portfolio holdings

AUM $753M
1-Year Est. Return 17.35%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.35%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$391M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
36
New
Increased
Reduced
Closed

Top Buys

1
+$42.1M
2
+$22.5M
3
+$21.4M
4
JNJ icon
Johnson & Johnson
JNJ
+$20.1M
5
PEP icon
PepsiCo
PEP
+$20M

Top Sells

No sells this quarter

Sector Composition

1 Healthcare 22.32%
2 Financials 21.62%
3 Technology 18.51%
4 Consumer Staples 15.7%
5 Energy 7.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$6.2M 1.59%
+139,861
27
$2.2M 0.56%
+58,824
28
$1.75M 0.45%
+19,371
29
$846K 0.22%
+10,597
30
$672K 0.17%
+16,762
31
$271K 0.07%
+1,690
32
$249K 0.06%
+14,380
33
$215K 0.06%
+5,177
1
2