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
$355M
AUM Growth
-$7.35M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
41
New
Increased
Reduced
Closed

Top Buys

1
+$619K
2
+$278K
3
+$233K
4
SLB icon
SLB Limited
SLB
+$178K
5
LBTYK icon
Liberty Global Class C
LBTYK
+$10.6K

Top Sells

1
+$6.55M
2
+$6.24M
3
+$4.48M
4
PM icon
Philip Morris
PM
+$270K
5
MA icon
Mastercard
MA
+$265K

Sector Composition

1 Financials 25.86%
2 Consumer Staples 18.81%
3 Technology 17.03%
4 Communication Services 10.48%
5 Energy 10.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$906K 0.26%
7,395
27
$451K 0.13%
12,270
28
$278K 0.08%
+5,800
29
$233K 0.07%
+928
30
$228K 0.06%
6,009
31
$223K 0.06%
10,191
-85
32
– –
-134,833
33
– –
-145,984
34
$0 ﹤0.01%
+20,000
1
2