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
$700M
AUM Growth
+$121M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
42
New
Increased
Reduced
Closed

Top Buys

1
+$71.5M
2
+$1.07M
3
+$781K
4
CADE
Cadence Bank
CADE
+$628K
5
MSFT icon
Microsoft
MSFT
+$535K

Top Sells

1
+$960K
2
+$615K
3
+$603K
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$555K
5
BABA icon
Alibaba
BABA
+$225K

Sector Composition

1 Financials 24.92%
2 Technology 24.49%
3 Communication Services 20.35%
4 Healthcare 14.82%
5 Consumer Discretionary 9.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$517K 0.07%
+837
27
$487K 0.07%
7,016
-2,192
28
$433K 0.06%
3,027
-35
29
$397K 0.06%
1,251
+3
30
$286K 0.04%
1,875
31
$286K 0.04%
1,956
32
$282K 0.04%
42,288
33
$274K 0.04%
5,215
34
$238K 0.03%
845
35
$218K 0.03%
+1,636
36
$212K 0.03%
6,521
37
$201K 0.03%
2,540
38
$1.5K ﹤0.01%
20,000
1
2