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
$360M
AUM Growth
-$1.69M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
40
New
Increased
Reduced
Closed

Top Buys

1
+$5.41M
2
+$4.66M
3
+$3.39M
4
BUD icon
AB InBev
BUD
+$952K
5
AMZN icon
Amazon
AMZN
+$467K

Top Sells

1
+$7.69M
2
+$231K
3
+$211K
4
MA icon
Mastercard
MA
+$206K
5
C icon
Citigroup
C
+$155K

Sector Composition

1 Financials 24.72%
2 Technology 19.04%
3 Consumer Staples 16.23%
4 Communication Services 12.23%
5 Healthcare 10%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.03M 0.28%
7,395
27
$1.01M 0.28%
13,526
28
$467K 0.13%
+6,460
29
$450K 0.12%
+4,435
30
$342K 0.09%
8,760
31
$312K 0.09%
6,009
32
$244K 0.07%
928
33
$1K ﹤0.01%
20,000
34
– –
-2,299
1
2