ACM

Agincourt Capital Management Portfolio holdings

AUM $99.9M
1-Year Est. Return 7.36%
This Quarter Est. Return
1 Year Est. Return
+7.36%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$106M
AUM Growth
+$5.27M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4
New
Increased
Reduced
Closed

Top Buys

1
+$1.13M
2
+$906K
3
+$125K

Top Sells

1
+$663K

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$57.4M 54.08%
519,855
-6,000
2
$22.4M 21.13%
449,260
+22,600
3
$15.6M 14.64%
158,835
+9,250
4
$10.8M 10.15%
200,433
+2,325