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ACM
Alcosta Capital Management Portfolio holdings
AUM
$131M
1-Year Est. Return
34.7%
This Fund
S&P 500
1 Year Est. Return
+34.7%
AUM
$131M
AUM Growth
-$27.7M
(-17%)
Holding
26
Top Sells
| 1 | +$4.56M | |
| 2 | +$4M | |
| 3 | +$3.35M | |
| 4 |
NVIDIA
NVDA
|
+$1.09M |
| 5 |
Alphabet (Google) Class C
GOOG
|
+$571K |
Sector Composition
| 1 | Technology | 44.09% |
| 2 | Consumer Discretionary | 21.4% |
| 3 | Communication Services | 12.83% |
| 4 | Financials | 10.28% |
| 5 | Industrials | 7.65% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
26
Ulta Beauty
ULTA
$19.6B
| – | – |
-5,529
|
|