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
$622M
AUM Growth
+$376M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
41
New
Increased
Reduced
Closed

Top Buys

1
+$51.3M
2
+$44.1M
3
+$37M
4
META icon
Meta Platforms (Facebook)
META
+$35.4M
5
MSFT icon
Microsoft
MSFT
+$35M

Top Sells

1
+$21.2M
2
+$984K
3
+$814K
4
BAY
BAYER AG SPONS ADR
BAY
+$478K
5
SCHW icon
Charles Schwab
SCHW
+$212K

Sector Composition

1 Financials 22.59%
2 Communication Services 19.85%
3 Technology 16.08%
4 Healthcare 14.95%
5 Consumer Staples 13.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.38M 0.38%
+12,286
27
$1.03M 0.17%
26,965
+20,440
28
$974K 0.16%
6,405
-300
29
$910K 0.15%
2,120
-53
30
$766K 0.12%
13,026
31
$354K 0.06%
5,800
32
$264K 0.04%
1,185
33
$228K 0.04%
4,278
34
$112K 0.02%
10,000
35
$1K ﹤0.01%
20,000
36
– –
-783,396
37
– –
-2,916
1
2