ACM

Alcosta Capital Management Portfolio holdings

AUM $179M
1-Year Est. Return 31.27%
This Quarter Est. Return
1 Year Est. Return
+31.27%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$179M
AUM Growth
+$29.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
28
New
Increased
Reduced
Closed

Top Buys

1
+$5.2M
2
+$5.15M

Top Sells

1
+$4.52M
2
+$3.74M
3
+$84.2K
4
NOW icon
ServiceNow
NOW
+$51.4K
5
AMZN icon
Amazon
AMZN
+$48K

Sector Composition

1 Technology 47.78%
2 Consumer Discretionary 22.24%
3 Communication Services 13.81%
4 Financials 7.1%
5 Healthcare 5.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
IWF icon
26
iShares Russell 1000 Growth ETF
IWF
$127B
$174K 0.1%
409
DECK icon
27
Deckers Outdoor
DECK
$12.1B
– –
-33,494
UNH icon
28
UnitedHealth
UNH
$309B
– –
-8,638
1
2