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
$643M
AUM Growth
+$21.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
41
New
Increased
Reduced
Closed

Top Buys

1
+$5.4M
2
+$2.77M
3
+$1.04M
4
MA icon
Mastercard
MA
+$845K
5
BAY
BAYER AG SPONS ADR
BAY
+$660K

Top Sells

1
+$13.4M
2
+$910K
3
+$829K
4
C icon
Citigroup
C
+$654K
5
AAPL icon
Apple
AAPL
+$526K

Sector Composition

1 Financials 22.87%
2 Communication Services 19.42%
3 Technology 16.54%
4 Consumer Staples 14.01%
5 Healthcare 13.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.14M 0.18%
26,965
27
$1M 0.16%
6,405
28
$797K 0.12%
13,026
29
$349K 0.05%
5,800
30
$256K 0.04%
1,180
-5
31
$223K 0.03%
+2,656
32
$220K 0.03%
4,278
33
$217K 0.03%
+432
34
$1K ﹤0.01%
20,000
35
– –
-2,120
36
– –
-51,440
37
– –
-10,000
1
2