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
$403M
AUM Growth
+$42.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
42
New
Increased
Reduced
Closed

Top Buys

1
+$14.8M
2
+$10.3M
3
+$7.57M
4
BUD icon
AB InBev
BUD
+$7.14M
5
LBTYK icon
Liberty Global Class C
LBTYK
+$4.63M

Top Sells

1
+$8.24M
2
+$3.1M
3
+$1.06M
4
MINT icon
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
+$450K
5
MA icon
Mastercard
MA
+$322K

Sector Composition

1 Financials 22.54%
2 Consumer Staples 17.92%
3 Technology 17.18%
4 Communication Services 15.82%
5 Healthcare 10.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$37.2M 9.22%
189,049
-1,638
2
$36.1M 8.95%
539,089
-2,002
3
$23.9M 5.93%
550,899
-5,134
4
$21.7M 5.38%
219,683
-31,451
5
$19.7M 4.89%
93,526
-651
6
$19.2M 4.75%
237,333
+8,544
7
$15.8M 3.91%
156,337
+70,836
8
$15.5M 3.85%
352,360
+17,067
9
$15.2M 3.77%
272,460
-2,140
10
$14.8M 3.67%
+76,113
11
$14.4M 3.58%
100,083
-795
12
$14M 3.48%
602,845
-4,773
13
$12.9M 3.19%
392,232
-1,694
14
$12.6M 3.12%
115,487
-845
15
$12.1M 2.99%
260,652
-796
16
$11.9M 2.96%
98,381
-933
17
$10.3M 2.56%
+110,912
18
$10.2M 2.52%
381,729
+173,959
19
$8.51M 2.11%
45,569
-56
20
$7.58M 1.88%
113,051
-938
21
$7.57M 1.88%
+45,389
22
$7.52M 1.87%
142,592
+43,992
23
$6.68M 1.66%
67,046
24
$5.91M 1.47%
104,700
-520
25
$4.85M 1.2%
265,637
+6,652
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