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
$400M
AUM Growth
-$2.57M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
40
New
Increased
Reduced
Closed

Top Buys

1
+$9.11M
2
+$3.02M
3
+$328K
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$238K
5
SLB icon
SLB Ltd
SLB
+$14.4K

Top Sells

1
+$21.7M
2
+$6.57M
3
+$1.32M
4
WU icon
Western Union
WU
+$1.16M
5
C icon
Citigroup
C
+$696K

Sector Composition

1 Financials 24.35%
2 Consumer Staples 19.82%
3 Communication Services 16.67%
4 Technology 13.4%
5 Healthcare 11.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$959K 0.24%
7,395
27
$646K 0.16%
6,460
28
$272K 0.07%
6,525
-2,235
29
$265K 0.07%
5,620
+161
30
$238K 0.06%
+820
31
$1K ﹤0.01%
+20,000
32
– –
-219,683
33
– –
-57,097
1
2