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
$472M
AUM Growth
-$27.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
36
New
Increased
Reduced
Closed

Top Buys

1
+$212K
2
+$161K

Top Sells

1
+$7.62M
2
+$387K
3
+$376K
4
AAPL icon
Apple
AAPL
+$363K
5
META icon
Meta Platforms (Facebook)
META
+$238K

Sector Composition

1 Financials 30.08%
2 Technology 24.37%
3 Communication Services 20.06%
4 Consumer Discretionary 8.61%
5 Industrials 6.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$61.3M 13%
357,947
-2,122
2
$49M 10.38%
123,673
-949
3
$48.2M 10.23%
152,726
-674
4
$40.1M 8.51%
114,610
-579
5
$37.3M 7.91%
293,304
-3,043
6
$32.1M 6.8%
243,161
-1,292
7
$30.4M 6.45%
101,365
-792
8
$27.5M 5.82%
141,576
-251
9
$23.5M 4.99%
179,933
-1,758
10
$23M 4.87%
56,198
-559
11
$15.2M 3.22%
34,772
-197
12
$14M 2.96%
82,347
-508
13
$13.5M 2.86%
327,582
-3,104
14
$8.32M 1.76%
187,562
-407
15
$6.89M 1.46%
18,848
-215
16
$6.14M 1.3%
17,245
-99
17
$5.42M 1.15%
62,396
-1,041
18
$3.33M 0.71%
38,396
+1,852
19
$2.42M 0.51%
12,100
20
$1.23M 0.26%
7,535
21
$1.19M 0.25%
10,154
22
$815K 0.17%
38,246
23
$553K 0.12%
9,648
24
$445K 0.09%
20,950
25
$375K 0.08%
877
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