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
$499M
AUM Growth
+$32.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
36
New
Increased
Reduced
Closed

Top Buys

1
+$6.5M
2
+$389K
3
+$358K

Top Sells

1
+$11.8M
2
+$4.1M
3
+$2.88M
4
BUD icon
AB InBev
BUD
+$1.54M
5
PRI icon
Primerica
PRI
+$687K

Sector Composition

1 Financials 28.85%
2 Technology 25.74%
3 Communication Services 17.79%
4 Consumer Discretionary 8.35%
5 Industrials 6.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$69.8M 13.99%
360,069
-2,345
2
$52.2M 10.46%
153,400
-929
3
$49M 9.82%
124,622
-844
4
$39.3M 7.87%
115,189
-674
5
$38.6M 7.74%
296,347
-22,086
6
$29.6M 5.92%
244,453
-1,957
7
$29.3M 5.87%
102,157
-2,096
8
$28M 5.62%
141,827
-3,474
9
$26.1M 5.23%
56,757
-577
10
$21.7M 4.36%
181,691
-2,619
11
$17.6M 3.52%
34,969
-257
12
$15.3M 3.07%
82,855
-3,346
13
$15.2M 3.05%
330,686
-89,125
14
$7.81M 1.56%
187,969
-282,844
15
$7.64M 1.53%
19,063
-120
16
$7.62M 1.53%
134,258
-27,094
17
$6.5M 1.3%
+17,344
18
$6.4M 1.28%
63,437
-878
19
$3.05M 0.61%
36,544
-468
20
$2.24M 0.45%
12,100
-100
21
$1.31M 0.26%
7,535
-597
22
$1.09M 0.22%
10,154
23
$875K 0.18%
38,246
24
$716K 0.14%
9,648
25
$411K 0.08%
20,950
1
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