ACM

Academy Capital Management Portfolio holdings

AUM $701M
1-Year Est. Return 18.26%
This Quarter Est. Return
1 Year Est. Return
+18.26%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$580M
AUM Growth
-$32.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
41
New
Increased
Reduced
Closed

Top Buys

1
+$15.9M
2
+$14.8M
3
+$748K
4
TSLA icon
Tesla
TSLA
+$16.8K
5
V icon
Visa
V
+$10.9K

Top Sells

1
+$6.74M
2
+$5.58M
3
+$4.24M
4
META icon
Meta Platforms (Facebook)
META
+$2.56M
5
MSFT icon
Microsoft
MSFT
+$2.27M

Sector Composition

1 Financials 30.68%
2 Technology 25.84%
3 Communication Services 20.28%
4 Consumer Discretionary 9.92%
5 Healthcare 7.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$311K 0.05%
1,875
27
$301K 0.05%
860
+31
28
$274K 0.05%
42,288
29
$259K 0.04%
1,956
30
$249K 0.04%
845
-17
31
$239K 0.04%
5,215
-56
32
$231K 0.04%
441
33
$228K 0.04%
2,540
34
$219K 0.04%
6,521
35
$2K ﹤0.01%
20,000
36
– –
-20,950
37
– –
-1,636
1
2