ACM

Academy Capital Management Portfolio holdings

AUM $753M
1-Year Est. Return 17.35%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.35%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$367M
AUM Growth
-$528K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
39
New
Increased
Reduced
Closed

Top Buys

1
+$1.44M

Top Sells

1
+$14.4M
2
+$6.16M
3
+$378K
4
PM icon
Philip Morris
PM
+$329K
5
MA icon
Mastercard
MA
+$318K

Sector Composition

1 Financials 27.13%
2 Consumer Staples 18.07%
3 Technology 13.91%
4 Energy 13.02%
5 Healthcare 9.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.14M 0.85%
89,508
-944
27
$1.23M 0.34%
60,454
-731
28
$1.07M 0.29%
13,097
29
$891K 0.24%
7,395
30
$456K 0.12%
12,270
31
$223K 0.06%
10,318
-133
32
$216K 0.06%
6,009
-179
33
– –
-90,951
34
– –
-267,216
1
2