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
$612M
AUM Growth
+$34.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
41
New
Increased
Reduced
Closed

Top Buys

1
+$13.3M
2
+$444K
3
+$350K
4
JNJ icon
Johnson & Johnson
JNJ
+$271K
5
MRK icon
Merck
MRK
+$253K

Top Sells

1
+$482K
2
+$438K
3
+$317K
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$301K
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$200K

Sector Composition

1 Financials 28.26%
2 Technology 26.37%
3 Communication Services 22.33%
4 Consumer Discretionary 10.96%
5 Healthcare 4.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$444K 0.07%
+3,062
27
$341K 0.06%
42,288
-478
28
$271K 0.04%
+1,875
29
$262K 0.04%
829
30
$253K 0.04%
+2,540
31
$250K 0.04%
+5,271
32
$250K 0.04%
+862
33
$226K 0.04%
+1,956
34
$223K 0.04%
441
35
$219K 0.04%
+6,521
36
$203K 0.03%
+1,636
37
$2.4K ﹤0.01%
20,000
1
2