ACM

Academy Capital Management Portfolio holdings

AUM $700M
1-Year Est. Return 12.55%
This Quarter Est. Return
1 Year Est. Return
+12.55%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$438M
AUM Growth
+$43.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
39
New
Increased
Reduced
Closed

Top Buys

1
+$6.76M
2
+$223K
3
+$36.6K
4
TEVA icon
Teva Pharmaceuticals
TEVA
+$22.2K
5
ORCL icon
Oracle
ORCL
+$14.5K

Top Sells

1
+$577K
2
+$511K
3
+$422K
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$325K
5
WMT icon
Walmart
WMT
+$308K

Sector Composition

1 Healthcare 22.5%
2 Financials 18.86%
3 Technology 18.2%
4 Consumer Staples 17.31%
5 Energy 7.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$6.58M 1.5%
137,705
-1,404
27
$2.88M 0.66%
67,058
28
$1.92M 0.44%
18,998
-93
29
$814K 0.19%
9,000
30
$713K 0.16%
17,262
31
$272K 0.06%
5,377
32
$221K 0.05%
8,354
-1,973
33
$213K 0.05%
1,155
-535
34
$175K 0.04%
10,680
-3,700
35
– –
-10,450
1
2