ACM

Academy Capital Management Portfolio holdings

AUM $753M
1-Year Est. Return 17.35%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.35%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$467M
AUM Growth
-$1.64M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
36
New
Increased
Reduced
Closed

Top Buys

1
+$54K

Top Sells

1
+$30.2M
2
+$11.3M
3
+$11.2M
4
BABA icon
Alibaba
BABA
+$8.78M
5
SPGI icon
S&P Global
SPGI
+$5.84M

Sector Composition

1 Financials 29.59%
2 Technology 23.63%
3 Communication Services 18.15%
4 Consumer Discretionary 7.86%
5 Industrials 5.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$257K 0.06%
544
+112
27
$243K 0.05%
1,080
-100
28
$229K 0.05%
1,477
-154
29
$212K 0.05%
6,521
30
$75K 0.02%
495
31
$3K ﹤0.01%
20,000
32
– –
-2,656
33
– –
-1,633
1
2