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
$520M
AUM Growth
+$52.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
34
New
Increased
Reduced
Closed

Top Buys

1
+$15.1M
2
+$14.9M
3
+$1.01M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$495K
5
AAPL icon
Apple
AAPL
+$387K

Top Sells

1
+$1.43M
2
+$348K
3
+$255K
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$219K
5
PM icon
Philip Morris
PM
+$206K

Sector Composition

1 Communication Services 24.14%
2 Financials 23.97%
3 Healthcare 16.82%
4 Consumer Staples 15.37%
5 Technology 13.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$44.1M 8.48%
360,723
+3,168
2
$43M 8.27%
120,678
-473
3
$39.6M 7.61%
543,683
-3,509
4
$31.4M 6.04%
1,066,359
-3,233
5
$30M 5.77%
477,491
-22,717
6
$28.8M 5.53%
97,653
+42
7
$27.2M 5.24%
263,200
-2,120
8
$27M 5.2%
851,026
-10,961
9
$26.5M 5.09%
298,233
-2,318
10
$25.1M 4.83%
464,024
-3,136
11
$21M 4.04%
823,066
-6,827
12
$20.5M 3.94%
80,116
+1,937
13
$15.6M 3%
983,871
-6,973
14
$15.1M 2.9%
+146,360
15
$14.9M 2.87%
+96,260
16
$14.2M 2.73%
89,723
-443
17
$14M 2.69%
51,979
-324
18
$13.4M 2.58%
81,586
-647
19
$11.4M 2.19%
76,908
20
$10.3M 1.99%
43,882
+524
21
$9.23M 1.78%
65,266
-487
22
$8.71M 1.68%
24,686
+20
23
$8.24M 1.59%
634,952
+20,832
24
$1.01M 0.19%
+6,705
25
$733K 0.14%
13,147
1
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