ACM

Academy Capital Management Portfolio holdings

AUM $699M
1-Year Est. Return 12.08%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+12.08%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$701M
AUM Growth
+$1.31M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
41
New
Increased
Reduced
Closed

Top Buys

1
+$13.3M
2
+$3.61M
3
+$68.5K

Top Sells

1
+$30.6M
2
+$6.67M
3
+$6.45M
4
AAPL icon
Apple
AAPL
+$4.68M
5
META icon
Meta Platforms (Facebook)
META
+$4M

Sector Composition

1 Technology 26.49%
2 Financials 24.67%
3 Communication Services 22.78%
4 Healthcare 12.35%
5 Consumer Discretionary 9.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$73.6M 10.49%
288,878
-20,737
2
$68.4M 9.76%
132,135
-13,081
3
$66.7M 9.51%
90,846
-5,370
4
$58.7M 8.37%
267,347
-8,924
5
$58.2M 8.3%
102,360
-5,149
6
$54.7M 7.8%
108,889
-1,104
7
$51.1M 7.29%
209,850
-14,381
8
$43.4M 6.18%
155,270
-1,139
9
$41.2M 5.88%
169,640
-5,539
10
$36.9M 5.26%
132,913
-2,785
11
$29.9M 4.26%
86,451
-101,169
12
$22.6M 3.23%
35,452
-310
13
$20.4M 2.91%
367,419
+1,170
14
$12.9M 1.84%
+88,216
15
$9.57M 1.36%
19,658
-146
16
$6.3M 0.9%
62,091
-3,697
17
$5.33M 0.76%
17,189
-158
18
$5.09M 0.73%
28,496
-190
19
$5.05M 0.72%
44,784
+32,432
20
$3.23M 0.46%
11,955
21
$1.97M 0.28%
14,041
-45,202
22
$1.54M 0.22%
5,500
-917
23
$1.05M 0.15%
34,720
-2,221
24
$786K 0.11%
20,950
25
$701K 0.1%
2,053
-9
1
2