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
$528M
AUM Growth
+$36.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
34
New
Increased
Reduced
Closed

Top Buys

1
+$1.08M
2
+$241K
3
+$7.86K
4
V icon
Visa
V
+$7.26K
5
BABA icon
Alibaba
BABA
+$5.5K

Top Sells

1
+$6.15M
2
+$5.07M
3
+$917K
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$853K
5
MA icon
Mastercard
MA
+$711K

Sector Composition

1 Financials 30.38%
2 Technology 24.8%
3 Communication Services 21.16%
4 Consumer Discretionary 10.39%
5 Healthcare 3.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$255K 0.05%
4,411
27
$231K 0.04%
829
+26
28
$218K 0.04%
441
+9
29
$3.66K ﹤0.01%
20,000
30
– –
-140,314
1
2