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
$389M
AUM Growth
-$23.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
45
New
Increased
Reduced
Closed

Top Buys

1
+$9.38M
2
+$7.61M
3
+$6.86M
4
LBTYK icon
Liberty Global Class C
LBTYK
+$1.7M
5
LILAK icon
Liberty Latin America Class C
LILAK
+$303K

Top Sells

1
+$13M
2
+$8.74M
3
+$7.35M
4
IBM icon
IBM
IBM
+$6.98M
5
INTC icon
Intel
INTC
+$5.41M

Sector Composition

1 Financials 23.14%
2 Consumer Staples 20.53%
3 Technology 16.93%
4 Energy 11.87%
5 Healthcare 11.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$4.22M 1.08%
140,285
+56,438
27
$4.2M 1.08%
110,840
-8,760
28
$3.52M 0.9%
66,936
29
$3.02M 0.78%
35,394
-1,192
30
$1.24M 0.32%
61,327
-1,185
31
$1.23M 0.32%
13,097
-60
32
$865K 0.22%
7,395
33
$303K 0.08%
+8,975
34
$214K 0.06%
6,009
-152,037
35
$201K 0.05%
+928
36
$63K 0.02%
67
37
$7K ﹤0.01%
638
38
$6K ﹤0.01%
20,000
39
– –
-370,785
40
– –
-98,343
1
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