ACM

ADI Capital Management Portfolio holdings

AUM $17.5M
1-Year Est. Return 48.12%
This Quarter Est. Return
1 Year Est. Return
+48.12%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$170M
AUM Growth
+$34.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
27
New
Increased
Reduced
Closed

Top Buys

1 +$15.9M
2 +$13.5M
3 +$8.08M
4
TMUS icon
T-Mobile US
TMUS
+$8.05M
5
FRED
Fred's Inc
FRED
+$7.42M

Top Sells

1 +$16.6M
2 +$5.76M
3 +$5.13M
4
AAP icon
Advance Auto Parts
AAP
+$4.79M
5
YUM icon
Yum! Brands
YUM
+$2.21M

Sector Composition

1 Consumer Staples 34.59%
2 Technology 19.08%
3 Financials 14.8%
4 Communication Services 14.03%
5 Industrials 7.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
0
27
-115,122