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
$463M
AUM Growth
-$26.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
45
New
Increased
Reduced
Closed

Top Buys

1
+$1.75M
2
+$628K
3
+$256K
4
IBM icon
IBM
IBM
+$235K
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$227K

Top Sells

1
+$15.3M
2
+$11.8M
3
+$8.98M
4
CSCO icon
Cisco
CSCO
+$7.64M
5
APOL
Apollo Education Group Inc Class A
APOL
+$3.73M

Sector Composition

1 Consumer Staples 23.1%
2 Healthcare 18.56%
3 Financials 16.33%
4 Technology 13.08%
5 Energy 7.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$7.5M 1.62%
184,857
-897
27
$7.42M 1.6%
97,525
-254
28
$3.23M 0.7%
66,936
29
$1.73M 0.37%
18,380
+175
30
$832K 0.18%
8,857
+100
31
$729K 0.16%
23,996
-113
32
$346K 0.07%
5,377
33
$227K 0.05%
+1,155
34
$198K 0.04%
+7,467
35
$180K 0.04%
+1,469
36
$136K 0.03%
+1,778
37
– –
-307,553
38
– –
-20,000
1
2