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
$554M
AUM Growth
+$25.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
35
New
Increased
Reduced
Closed

Top Buys

1
+$282K
2
+$182K
3
+$108K
4
META icon
Meta Platforms (Facebook)
META
+$30.1K
5
PEP icon
PepsiCo
PEP
+$20.4K

Top Sells

1
+$255K
2
+$141K
3
+$133K
4
MA icon
Mastercard
MA
+$129K
5
MSFT icon
Microsoft
MSFT
+$111K

Sector Composition

1 Financials 27.31%
2 Technology 27.17%
3 Communication Services 22.82%
4 Consumer Discretionary 10.55%
5 Healthcare 3.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$292K 0.05%
+5,254
27
$225K 0.04%
441
28
$218K 0.04%
829
29
$187K 0.03%
+6,521
30
$2.52K ﹤0.01%
20,000
31
– –
-4,411
1
2