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
$509M
AUM Growth
+$4.31M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
43
New
Increased
Reduced
Closed

Top Buys

1
+$9.52M
2
+$9.2M
3
+$9.08M
4
TTE icon
TotalEnergies
TTE
+$8.89M
5
PM icon
Philip Morris
PM
+$2.97M

Top Sells

1
+$10.4M
2
+$8.53M
3
+$7.58M
4
APOL
Apollo Education Group Inc Class A
APOL
+$5.63M
5
BDX icon
Becton Dickinson
BDX
+$5.34M

Sector Composition

1 Consumer Staples 21.83%
2 Technology 15.83%
3 Financials 15.7%
4 Healthcare 13.72%
5 Energy 12.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$8.85M 1.74%
191,050
+6,022
27
$8.71M 1.71%
99,394
+2,063
28
$8.03M 1.58%
115,769
+4,097
29
$7.76M 1.53%
141,569
+4,966
30
$3.41M 0.67%
66,936
31
$2.01M 0.39%
106,238
-297,500
32
$1.53M 0.3%
18,038
-441
33
$949K 0.19%
8,785
+90
34
$524K 0.1%
24,236
+546
35
$248K 0.05%
5,670
+193
36
– –
-39,376
37
– –
-605,711
38
– –
-1,155
1
2