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
$363M
AUM Growth
-$4.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
37
New
Increased
Reduced
Closed

Top Buys

1
+$5.5M
2
+$443K
3
+$220K

Top Sells

1
+$14.6M
2
+$6.59M
3
+$4.18M
4
PM icon
Philip Morris
PM
+$287K
5
MA icon
Mastercard
MA
+$228K

Sector Composition

1 Financials 23.18%
2 Consumer Staples 18.7%
3 Technology 16.13%
4 Healthcare 11.94%
5 Energy 10.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.15M 0.32%
60,266
-188
27
$1.06M 0.29%
13,097
28
$935K 0.26%
7,395
29
$469K 0.13%
12,270
30
$207K 0.06%
10,276
-42
31
$202K 0.06%
6,009
32
– –
-346,525
1
2