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
$492M
AUM Growth
+$20.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
35
New
Increased
Reduced
Closed

Top Buys

1
+$209K
2
+$25.2K

Top Sells

1
+$23M
2
+$8.74M
3
+$2.07M
4
AAPL icon
Apple
AAPL
+$1.17M
5
MSFT icon
Microsoft
MSFT
+$524K

Sector Composition

1 Financials 29.24%
2 Technology 26.63%
3 Communication Services 20.47%
4 Consumer Discretionary 9.56%
5 Healthcare 4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$282K 0.06%
5,800
27
$243K 0.05%
4,411
+458
28
$227K 0.05%
432
29
$209K 0.04%
+803
30
$1.92K ﹤0.01%
20,000
31
– –
-56,198
1
2