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
$468M
AUM Growth
+$6.18M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
39
New
Increased
Reduced
Closed

Top Buys

1
+$8.24M
2
+$7.71M
3
+$6.9M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$2.08M
5
AAPL icon
Apple
AAPL
+$1.73M

Top Sells

1
+$20.4M
2
+$13.1M
3
+$7.34M
4
LMT icon
Lockheed Martin
LMT
+$1.75M
5
C icon
Citigroup
C
+$1.15M

Sector Composition

1 Financials 29.57%
2 Technology 21.08%
3 Communication Services 19.02%
4 Consumer Discretionary 10.15%
5 Industrials 6.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$517K 0.11%
20,950
27
$288K 0.06%
1,631
-125
28
$245K 0.05%
1,180
29
$229K 0.05%
432
30
$221K 0.05%
+2,656
31
$220K 0.05%
6,521
32
$141K 0.03%
495
33
$2.17K ﹤0.01%
20,000
34
– –
-92,385
35
– –
-121,863
36
– –
-26,965
1
2