ACM

Adalta Capital Management Portfolio holdings

AUM $199M
1-Year Est. Return 17.15%
This Quarter Est. Return
1 Year Est. Return
+17.15%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$131M
AUM Growth
+$8.86M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
78
New
Increased
Reduced
Closed

Top Buys

1 +$3.41M
2 +$1.44M
3 +$841K
4
KNDI
Kandi Technologies Group
KNDI
+$238K
5
LUMN icon
Lumen
LUMN
+$232K

Top Sells

1 +$1.5M
2 +$1.15M
3 +$491K
4
DVN icon
Devon Energy
DVN
+$387K
5
PI icon
Impinj
PI
+$375K

Sector Composition

1 Financials 19.54%
2 Healthcare 14.41%
3 Industrials 13.79%
4 Energy 11.36%
5 Technology 10.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
-110,675
77
-5,400
78
-27,075