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
$527M
AUM Growth
-$98.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
42
New
Increased
Reduced
Closed

Top Buys

1
+$17.9M
2
+$13.1M
3
+$11.5M
4
SPGI icon
S&P Global
SPGI
+$7.03M
5
PRI icon
Primerica
PRI
+$5.33M

Top Sells

1
+$28.1M
2
+$15.1M
3
+$10.2M
4
HSY icon
Hershey
HSY
+$1.91M
5
BABA icon
Alibaba
BABA
+$1.4M

Sector Composition

1 Financials 26.53%
2 Communication Services 21.63%
3 Technology 18.74%
4 Consumer Staples 11.51%
5 Consumer Discretionary 7.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$747K 0.14%
+9,648
27
$636K 0.12%
+1,685
28
$492K 0.09%
20,950
29
$314K 0.06%
1,767
-57,517
30
$240K 0.05%
+495
31
$236K 0.04%
+6,521
32
$232K 0.04%
1,180
33
$222K 0.04%
432
34
$1K ﹤0.01%
20,000
35
– –
-1,075,769
36
– –
-4,278
37
– –
-580
38
– –
-161,149
39
– –
-2,656
1
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