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
$457M
AUM Growth
+$9.47M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
39
New
Increased
Reduced
Closed

Top Buys

1
+$8.98M
2
+$8.16M
3
+$1.3M
4
AAPL icon
Apple
AAPL
+$118K
5
ORCL icon
Oracle
ORCL
+$56.3K

Top Sells

1
+$19.2M
2
+$5.98M
3
+$5.96M
4
BHC icon
Bausch Health
BHC
+$2.07M
5
C icon
Citigroup
C
+$155K

Sector Composition

1 Financials 27.85%
2 Communication Services 17.34%
3 Consumer Staples 15.64%
4 Technology 13.59%
5 Healthcare 8.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$908K 0.2%
13,026
27
$284K 0.06%
4,748
-322
28
$263K 0.06%
820
29
$245K 0.05%
6,525
30
$221K 0.05%
1,180
31
$115K 0.03%
12,950
32
$1K ﹤0.01%
20,000
33
– –
-109,033
1
2