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
$376M
AUM Growth
-$13.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
43
New
Increased
Reduced
Closed

Top Buys

1
+$1.88M
2
+$8.88K
3
+$5.83K

Top Sells

1
+$9.16M
2
+$7.72M
3
+$3.02M
4
LBTYK icon
Liberty Global Class C
LBTYK
+$1.65M
5
WMT icon
Walmart
WMT
+$91.8K

Sector Composition

1 Financials 22.48%
2 Consumer Staples 20.35%
3 Technology 16.18%
4 Energy 12.48%
5 Healthcare 11.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$4.44M 1.18%
110,400
-440
27
$3.56M 0.95%
67,046
+110
28
$2.99M 0.8%
90,476
-49,809
29
$1.27M 0.34%
61,235
-92
30
$1.14M 0.3%
13,097
31
$847K 0.23%
7,395
32
$236K 0.06%
8,941
-34
33
$226K 0.06%
6,009
34
$200K 0.05%
928
35
$5K ﹤0.01%
638
36
$1K ﹤0.01%
20,000
37
– –
-35,394
38
– –
-67
1
2