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
$467M
AUM Growth
+$8.53M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
35
New
Increased
Reduced
Closed

Top Buys

1
+$12.9M
2
+$4.2M
3
+$876K
4
C icon
Citigroup
C
+$597K
5
PM icon
Philip Morris
PM
+$337K

Top Sells

1
+$20.3M
2
+$16.4M
3
+$15.2M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$11.1M
5
TRV icon
Travelers Companies
TRV
+$725K

Sector Composition

1 Financials 24.3%
2 Communication Services 21.58%
3 Consumer Staples 17.84%
4 Healthcare 16.75%
5 Technology 15.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
– –
-151,860
27
– –
-4,748
28
– –
-339,710
29
– –
-2,125
30
– –
-6,705
31
– –
-1,180
1
2