ACM
Alcosta Capital Management Portfolio holdings
AUM
$179M
1-Year Est. Return
31.27%
1 Year Est. Return
+31.27%
AUM
$150M
AUM Growth
-$21.7M
(-13%)
Holding
26
Top Buys
No buys this quarter
Top Sells
| 1 | +$135K | |
| 2 | +$82.3K | |
| 3 | +$57.6K | |
| 4 |
ServiceNow
NOW
|
+$52.5K |
| 5 |
Chipotle Mexican Grill
CMG
|
+$52.3K |
Sector Composition
| 1 | Technology | 42.72% |
| 2 | Consumer Discretionary | 26.03% |
| 3 | Communication Services | 12.97% |
| 4 | Financials | 8.36% |
| 5 | Healthcare | 6.1% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
26
iShares Russell 1000 Growth ETF
IWF
$127B
| $148K | 0.1% |
409
-5
|
|