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
$448M
AUM Growth
+$2.09M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
40
New
Increased
Reduced
Closed

Top Buys

1
+$11.2M
2
+$6.33M
3
+$3.36M
4
SLB icon
SLB Ltd
SLB
+$973K
5
C icon
Citigroup
C
+$665K

Top Sells

1
+$13.5M
2
+$10.5M
3
+$8.44M
4
HSY icon
Hershey
HSY
+$870K
5
AAPL icon
Apple
AAPL
+$281K

Sector Composition

1 Financials 25.22%
2 Communication Services 17.4%
3 Consumer Staples 17.02%
4 Technology 13.11%
5 Healthcare 12.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$880K 0.2%
13,026
-45
27
$573K 0.13%
6,460
28
$286K 0.06%
5,070
29
$248K 0.06%
820
30
$217K 0.05%
+6,525
31
$211K 0.05%
+1,180
32
$99K 0.02%
+12,950
33
$1K ﹤0.01%
20,000
34
– –
-278,951
1
2