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
$448M
AUM Growth
+$2.09M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
40
New
Increased
Reduced
Closed

Top Buys

1
+$11.2M
2
+$6.33M
3
+$3.36M
4
SLB icon
SLB Limited
SLB
+$973K
5
C icon
Citigroup
C
+$665K

Top Sells

1
+$13.5M
2
+$10.5M
3
+$8.44M
4
HSY icon
Hershey
HSY
+$870K
5
AAPL icon
Apple
AAPL
+$281K

Sector Composition

1 Financials 25.22%
2 Communication Services 17.4%
3 Consumer Staples 17.02%
4 Technology 13.11%
5 Healthcare 12.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$39.1M 8.73%
141,348
-30,494
2
$36.8M 8.21%
511,810
+9,251
3
$28.9M 6.46%
358,089
+78,312
4
$23.6M 5.27%
379,672
-4,524
5
$23.2M 5.17%
284,498
+359
6
$19.5M 4.36%
358,524
+9,138
7
$19.2M 4.29%
109,033
-582
8
$18.9M 4.22%
98,561
-815
9
$18.8M 4.2%
969,154
-3,007
10
$18.2M 4.06%
447,183
+275,901
11
$18M 4.01%
285,220
-1,800
12
$17.7M 3.95%
712,878
+135,447
13
$16.2M 3.61%
360,994
-2,116
14
$15.3M 3.41%
51,906
-35,818
15
$14.5M 3.23%
98,394
-5,925
16
$14.2M 3.17%
595,809
+9,323
17
$11.8M 2.64%
126,981
-1,371
18
$9.72M 2.17%
70,834
-367
19
$9.02M 2.01%
398,680
+20,642
20
$9.01M 2.01%
42,378
-426
21
$8.46M 1.89%
67,046
22
$7.88M 1.76%
241,083
+29,750
23
$6.01M 1.34%
95,460
-360
24
$4.69M 1.05%
270,499
-86
25
$969K 0.22%
7,395
1
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