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
$492M
AUM Growth
+$20.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
35
New
Increased
Reduced
Closed

Top Buys

1
+$209K
2
+$25.2K

Top Sells

1
+$23M
2
+$8.74M
3
+$2.07M
4
AAPL icon
Apple
AAPL
+$1.17M
5
MSFT icon
Microsoft
MSFT
+$524K

Sector Composition

1 Financials 29.24%
2 Technology 26.63%
3 Communication Services 20.47%
4 Consumer Discretionary 9.56%
5 Healthcare 4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$67.7M 13.76%
351,870
-6,077
2
$56.9M 11.56%
151,332
-1,394
3
$52.3M 10.63%
122,642
-1,031
4
$44.1M 8.96%
290,283
-3,021
5
$40.4M 8.22%
113,413
-1,197
6
$35.5M 7.21%
100,296
-1,069
7
$33.9M 6.9%
240,837
-2,324
8
$29M 5.88%
140,767
-809
9
$24.9M 5.05%
178,000
-1,933
10
$19.1M 3.89%
34,457
-315
11
$13.7M 2.79%
80,938
-1,409
12
$8.2M 1.67%
18,622
-226
13
$8.12M 1.65%
157,759
-169,823
14
$6.77M 1.38%
16,989
-256
15
$6.4M 1.3%
61,539
-857
16
$6.15M 1.25%
140,314
-47,248
17
$2.95M 0.6%
38,113
-283
18
$2.55M 0.52%
12,100
19
$1.44M 0.29%
7,535
20
$1.06M 0.22%
38,246
21
$1.02M 0.21%
10,154
22
$620K 0.13%
20,950
23
$586K 0.12%
9,648
24
$414K 0.08%
870
-7
25
$343K 0.07%
42,766
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