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
$431M
AUM Growth
+$67.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
40
New
Increased
Reduced
Closed

Top Buys

1
+$9.55M
2
+$9.27M
3
+$8.99M
4
AAPL icon
Apple
AAPL
+$6.39M
5
BHC icon
Bausch Health
BHC
+$535K

Top Sells

1
+$13.9M
2
+$8.3M
3
+$5.65M
4
MA icon
Mastercard
MA
+$1.97M
5
C icon
Citigroup
C
+$882K

Sector Composition

1 Financials 22.66%
2 Consumer Staples 17.04%
3 Communication Services 16.47%
4 Healthcare 14.96%
5 Technology 13.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$4.56M 1.06%
32,644
-59,356
27
$1.06M 0.24%
13,071
-455
28
$1.01M 0.24%
7,395
29
$575K 0.13%
6,460
30
$272K 0.06%
5,070
-550
31
$231K 0.05%
820
32
$220K 0.05%
6,525
33
$1K ﹤0.01%
20,000
34
– –
-98,045
1
2