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
$468M
AUM Growth
+$6.18M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
39
New
Increased
Reduced
Closed

Top Buys

1
+$8.24M
2
+$7.71M
3
+$6.9M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$2.08M
5
AAPL icon
Apple
AAPL
+$1.73M

Top Sells

1
+$20.4M
2
+$13.1M
3
+$7.34M
4
LMT icon
Lockheed Martin
LMT
+$1.75M
5
C icon
Citigroup
C
+$1.15M

Sector Composition

1 Financials 29.57%
2 Technology 21.08%
3 Communication Services 19.02%
4 Consumer Discretionary 10.15%
5 Industrials 6.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$47.5M 10.14%
365,357
+13,317
2
$43.8M 9.34%
125,817
-2,634
3
$37.1M 7.92%
154,703
+28,781
4
$36.6M 7.81%
435,127
+98,140
5
$35.9M 7.66%
116,134
-2,344
6
$33.9M 7.24%
281,722
+64,074
7
$28.2M 6.03%
58,010
-3,589
8
$21.9M 4.67%
246,483
-6,284
9
$20.7M 4.42%
145,759
-2,153
10
$20.5M 4.37%
452,383
-25,395
11
$16.8M 3.6%
481,550
+23
12
$16.4M 3.51%
186,363
+23,597
13
$15.6M 3.33%
86,337
-3,531
14
$14.4M 3.07%
35,289
+1,043
15
$14.1M 3.02%
189,640
+3,712
16
$12M 2.56%
35,784
-787
17
$11M 2.34%
124,636
-83,276
18
$9.95M 2.13%
165,763
-218,301
19
$2.05M 0.44%
12,200
20
$1.52M 0.33%
8,132
+3,262
21
$1.44M 0.31%
228,512
-2,532
22
$1.17M 0.25%
10,583
23
$1.13M 0.24%
+38,246
24
$807K 0.17%
9,648
25
$625K 0.13%
+1,633
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