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
$135M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
29
New
Increased
Reduced
Closed

Top Buys

1 +$10.9M
2 +$8.24M
3 +$7.4M
4
NOW icon
ServiceNow
NOW
+$7.18M
5
ADBE icon
Adobe
ADBE
+$7.15M

Top Sells

No sells this quarter

Sector Composition

1 Technology 41.31%
2 Consumer Discretionary 21.32%
3 Communication Services 13.51%
4 Financials 12.75%
5 Healthcare 5.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
$2.62M 1.94%
+46,338
27
$2.54M 1.88%
+14,264
28
$2.23M 1.65%
+9,250
29
$1.49M 1.1%
+7,046