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
$472M
AUM Growth
-$27.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
36
New
Increased
Reduced
Closed

Top Buys

1
+$218K
2
+$170K

Top Sells

1
+$7.62M
2
+$408K
3
+$389K
4
MA icon
Mastercard
MA
+$381K
5
LMT icon
Lockheed Martin
LMT
+$248K

Sector Composition

1 Financials 30.08%
2 Technology 24.37%
3 Communication Services 20.06%
4 Consumer Discretionary 8.61%
5 Industrials 6.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$352K 0.07%
42,766
-7,000
27
$219K 0.05%
5,800
-2,330
28
$218K 0.05%
432
-112
29
$212K 0.04%
+3,953
30
$1.69K ﹤0.01%
20,000
31
– –
-134,258
32
– –
-6,521
33
– –
-495
34
– –
-1,279
1
2