ACM

Alcosta Capital Management Portfolio holdings

AUM $159M
1-Year Est. Return 31.09%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+31.09%
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 +$4.9M
2 +$4.55M

Top Sells

1 +$4.52M
2 +$3.74M
3 +$67.1K
4
NOW icon
ServiceNow
NOW
+$47.2K
5
AMZN icon
Amazon
AMZN
+$43.3K

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
26
$174K 0.1%
409
27
-8,638
28
-33,494