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
$362M
AUM Growth
+$6.77M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
39
New
Increased
Reduced
Closed

Top Buys

1
+$211K
2
+$35.9K

Top Sells

1
+$6.59M
2
+$5.98M
3
+$322K
4
AMZN icon
Amazon
AMZN
+$278K
5
C icon
Citigroup
C
+$275K

Sector Composition

1 Financials 26.68%
2 Technology 18.48%
3 Consumer Staples 17%
4 Communication Services 10.75%
5 Healthcare 9.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$40.4M 11.17%
543,386
-3,702
2
$29M 8.02%
191,864
-2,129
3
$24.2M 6.69%
229,114
-2,250
4
$21.4M 5.92%
250,721
-2,506
5
$20.1M 5.56%
558,759
-4,798
6
$18.2M 5.02%
94,449
-895
7
$15.9M 4.4%
336,990
-3,452
8
$15.8M 4.35%
393,591
-4,714
9
$14.6M 4.04%
100,224
-1,080
10
$14.4M 3.96%
274,360
-3,620
11
$13.9M 3.85%
116,300
-49,908
12
$13.9M 3.84%
99,403
-994
13
$12.9M 3.57%
622,146
-6,857
14
$11.1M 3.06%
262,280
-2,736
15
$9.07M 2.51%
45,783
-212
16
$8.78M 2.42%
200,008
-3,578
17
$8.57M 2.37%
76,845
-698
18
$7.65M 2.11%
113,481
-1,169
19
$7.15M 1.97%
99,214
-978
20
$6.81M 1.88%
67,046
21
$5.54M 1.53%
105,220
-1,400
22
$3.26M 0.9%
96,348
-544
23
$1.13M 0.31%
13,526
+429
24
$1.12M 0.31%
59,008
-1,350
25
$1M 0.28%
7,395
1
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