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
$439M
AUM Growth
+$77.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
39
New
Increased
Reduced
Closed

Top Buys

1
+$14.3M
2
+$8.97M
3
+$8.26M
4
CPAY icon
Corpay
CPAY
+$915K
5
BAY
BAYER AG SPONS ADR
BAY
+$589K

Top Sells

1
+$14.6M
2
+$3.88M
3
+$3.1M
4
ZTS icon
Zoetis
ZTS
+$246K
5
AAPL icon
Apple
AAPL
+$204K

Sector Composition

1 Financials 21.63%
2 Communication Services 20.5%
3 Consumer Staples 17.75%
4 Technology 17.1%
5 Healthcare 12.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$669K 0.15%
2,171
+1,019
27
$583K 0.13%
13,037
28
$284K 0.06%
4,748
29
$227K 0.05%
+1,180
30
$49K 0.01%
10,000
-2,950
31
– –
-395,259
32
– –
-433,477
33
– –
-230,065
34
– –
-2,091
35
– –
-20,000
1
2