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
$181M
AUM Growth
+$15.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
104
New
Increased
Reduced
Closed

Top Buys

1 +$704K
2 +$484K
3 +$440K
4
MELI icon
Mercado Libre
MELI
+$416K
5
MSFT icon
Microsoft
MSFT
+$384K

Top Sells

1 +$729K
2 +$726K
3 +$304K
4
SH icon
ProShares Short S&P500
SH
+$286K
5
BX icon
Blackstone
BX
+$260K

Sector Composition

1 Financials 30.58%
2 Technology 19.93%
3 Healthcare 10.89%
4 Consumer Discretionary 9.28%
5 Industrials 8.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
$19.2K 0.01%
33
102
-170
103
-5,500
104
-13,000