ACM

Alpha Capital Management Portfolio holdings

AUM $630M
1-Year Est. Return 23.12%
This Quarter Est. Return
1 Year Est. Return
+23.12%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$138M
AUM Growth
-$1.32M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
92
New
Increased
Reduced
Closed

Top Buys

1
+$2.21M
2
+$2.18M
3
+$2.08M
4
NWL icon
Newell Brands
NWL
+$2.05M
5
AFL icon
Aflac
AFL
+$1.26M

Top Sells

1
+$2.48M
2
+$2.4M
3
+$2.25M
4
NKE icon
Nike
NKE
+$1.99M
5
FDX icon
FedEx
FDX
+$1.6M

Sector Composition

1 Consumer Discretionary 15.78%
2 Financials 13.84%
3 Energy 13.66%
4 Industrials 11.66%
5 Healthcare 10.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.26M 1.64%
23,352
-4,462
27
$2.21M 1.61%
+34,174
28
$2.21M 1.6%
49,837
+2,640
29
$2.19M 1.59%
45,089
+9,753
30
$2.18M 1.58%
24,730
+490
31
$2.18M 1.58%
+12,437
32
$2.13M 1.55%
136,448
-9,966
33
$2.12M 1.54%
20,794
-1,759
34
$2.08M 1.51%
45,540
-404
35
$2.02M 1.47%
21,767
+1,292
36
$1.88M 1.36%
35,582
+330
37
$1.75M 1.27%
43,620
-11,140
38
$1.61M 1.17%
37,017
-3,149
39
$1.6M 1.16%
11,879
-1,137
40
$1.59M 1.16%
20,550
-3,848
41
$1.52M 1.1%
8,488
-937
42
$1.52M 1.1%
18,723
-2,027
43
$1.5M 1.09%
18,805
-1,401
44
$1.44M 1.04%
88,588
-1,692
45
$1.4M 1.02%
27,794
-480
46
$1.34M 0.97%
10,700
-591
47
$1.33M 0.97%
15,029
-1,122
48
$1.26M 0.92%
+35,202
49
$1.24M 0.9%
24,902
-2,124
50
$1.18M 0.85%
+11,247
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