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
$577M
AUM Growth
+$23.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
35
New
Increased
Reduced
Closed

Top Buys

1
+$310K
2
+$269K
3
+$190K
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$163K

Top Sells

1
+$443K
2
+$349K
3
+$292K
4
MA icon
Mastercard
MA
+$264K
5
MSFT icon
Microsoft
MSFT
+$250K

Sector Composition

1 Financials 29.3%
2 Technology 26.88%
3 Communication Services 21.89%
4 Consumer Discretionary 10.06%
5 Healthcare 3.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$258K 0.04%
441
27
$228K 0.04%
829
28
$1.96K ﹤0.01%
20,000
29
– –
-5,254
30
– –
-6,521
31
– –
-813
1
2