ACM

Academy Capital Management Portfolio holdings

AUM $701M
1-Year Est. Return 18.26%
This Quarter Est. Return
1 Year Est. Return
+18.26%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$580M
AUM Growth
-$32.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
41
New
Increased
Reduced
Closed

Top Buys

1
+$15.9M
2
+$14.8M
3
+$748K
4
TSLA icon
Tesla
TSLA
+$16.8K
5
V icon
Visa
V
+$10.9K

Top Sells

1
+$6.74M
2
+$5.58M
3
+$4.24M
4
META icon
Meta Platforms (Facebook)
META
+$2.56M
5
MSFT icon
Microsoft
MSFT
+$2.27M

Sector Composition

1 Financials 30.68%
2 Technology 25.84%
3 Communication Services 20.28%
4 Consumer Discretionary 9.92%
5 Healthcare 7.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$69.5M 11.98%
312,661
-30,345
2
$59.9M 10.33%
109,245
-10,186
3
$59.2M 10.21%
111,085
-1,251
4
$54.5M 9.4%
94,484
-4,447
5
$54M 9.33%
143,983
-6,034
6
$53.1M 9.17%
279,316
-8,382
7
$38.6M 6.67%
135,815
-3,995
8
$35.2M 6.08%
225,509
-7,023
9
$27.3M 4.71%
176,428
-2,643
10
$26M 4.49%
156,675
+95,918
11
$25.5M 4.4%
367,574
+213,453
12
$15M 2.59%
35,794
+1,781
13
$9.27M 1.6%
18,239
-147
14
$8.97M 1.55%
59,851
-28,284
15
$5.53M 0.95%
17,382
-99
16
$4.67M 0.81%
65,788
-9,826
17
$4.04M 0.7%
30,590
-10,252
18
$3.17M 0.55%
11,955
-45
19
$1.7M 0.29%
6,417
-1,135
20
$1.47M 0.25%
12,352
-1,981
21
$1.02M 0.18%
36,941
-630
22
$653K 0.11%
9,208
-440
23
$541K 0.09%
5,800
24
$512K 0.09%
3,062
25
$323K 0.06%
1,248
+65
1
2