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
$362M
AUM Growth
+$6.77M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
39
New
Increased
Reduced
Closed

Top Buys

1
+$211K
2
+$35.9K

Top Sells

1
+$6.59M
2
+$5.98M
3
+$322K
4
AMZN icon
Amazon
AMZN
+$278K
5
C icon
Citigroup
C
+$275K

Sector Composition

1 Financials 26.68%
2 Technology 18.48%
3 Consumer Staples 17%
4 Communication Services 10.75%
5 Healthcare 9.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$329K 0.09%
8,760
-3,510
27
$277K 0.08%
6,009
28
$247K 0.07%
928
29
$211K 0.06%
+2,299
30
$1K ﹤0.01%
20,000
31
– –
-5,800
32
– –
-66,733
33
– –
-10,191
1
2