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
$403M
AUM Growth
+$42.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
42
New
Increased
Reduced
Closed

Top Buys

1
+$14.8M
2
+$10.3M
3
+$7.57M
4
BUD icon
AB InBev
BUD
+$7.14M
5
LBTYK icon
Liberty Global Class C
LBTYK
+$4.63M

Top Sells

1
+$8.24M
2
+$3.1M
3
+$1.06M
4
MINT icon
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
+$450K
5
MA icon
Mastercard
MA
+$322K

Sector Composition

1 Financials 22.54%
2 Consumer Staples 17.92%
3 Technology 17.18%
4 Communication Services 15.82%
5 Healthcare 10.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.16M 0.29%
57,097
-2,356
27
$1.12M 0.28%
13,526
28
$904K 0.22%
7,395
29
$549K 0.14%
6,460
30
$379K 0.09%
8,760
31
$271K 0.07%
5,459
-550
32
– –
-24,321
33
– –
-4,435
34
– –
-928
35
– –
-98,699
36
– –
-20,000
1
2