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
$446M
AUM Growth
+$14.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
39
New
Increased
Reduced
Closed

Top Buys

1
+$1.68M
2
+$175K
3
+$172K
4
BUD icon
AB InBev
BUD
+$166K
5
LBTYK icon
Liberty Global Class C
LBTYK
+$52K

Top Sells

1
+$4.56M
2
+$4.56M
3
+$581K
4
ABTX
Allegiance Bancshares
ABTX
+$220K
5
C icon
Citigroup
C
+$195K

Sector Composition

1 Financials 23.73%
2 Communication Services 16.86%
3 Consumer Staples 15.79%
4 Technology 14.31%
5 Healthcare 14.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$45.5M 10.2%
171,842
-2,198
2
$35.2M 7.89%
502,559
-2,785
3
$24.8M 5.55%
279,777
+1,879
4
$24.6M 5.53%
87,724
-453
5
$22.3M 5%
284,139
-281
6
$19.9M 4.46%
349,386
-1,802
7
$19.2M 4.3%
99,376
-414
8
$19M 4.26%
384,196
-1,628
9
$18.4M 4.12%
109,615
+1,048
10
$16.9M 3.78%
972,161
+9,916
11
$15.6M 3.49%
586,486
+1,961
12
$15.5M 3.48%
287,020
+31,040
13
$15.4M 3.44%
363,110
-2,649
14
$14.6M 3.27%
577,431
-2,787
15
$14M 3.14%
104,319
-832
16
$13.5M 3.02%
278,951
+808
17
$11.1M 2.5%
128,352
-406
18
$9.34M 2.09%
71,201
-34,760
19
$9.12M 2.05%
42,804
-341
20
$8.4M 1.88%
378,038
-2,165
21
$8.4M 1.88%
211,333
-840
22
$8.04M 1.8%
67,046
23
$6.88M 1.54%
171,282
+1,086
24
$5.19M 1.16%
95,820
-620
25
$4.38M 0.98%
270,585
+140
1
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