ACM

Academy Capital Management Portfolio holdings

AUM $699M
1-Year Est. Return 12.08%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+12.08%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$701M
AUM Growth
+$1.31M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
41
New
Increased
Reduced
Closed

Top Buys

1
+$13.3M
2
+$3.61M
3
+$68.5K

Top Sells

1
+$30.6M
2
+$6.67M
3
+$6.45M
4
AAPL icon
Apple
AAPL
+$4.68M
5
META icon
Meta Platforms (Facebook)
META
+$4M

Sector Composition

1 Technology 26.49%
2 Financials 24.67%
3 Communication Services 22.78%
4 Healthcare 12.35%
5 Consumer Discretionary 9.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$695K 0.1%
5,800
27
$530K 0.08%
7,016
28
$496K 0.07%
745
-92
29
$462K 0.07%
2,975
-52
30
$428K 0.06%
5,215
31
$338K 0.05%
1,823
-52
32
$327K 0.05%
1,956
33
$273K 0.04%
42,288
34
$264K 0.04%
594
-657
35
$230K 0.03%
845
36
$215K 0.03%
1,636
37
$212K 0.03%
2,524
-16
38
$208K 0.03%
6,521
39
$1.78K ﹤0.01%
20,000
1
2