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
$265M
AUM Growth
+$10.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
106
New
Increased
Reduced
Closed

Top Buys

1
+$5.81M
2
+$5.58M
3
+$2.8M
4
KMI icon
Kinder Morgan
KMI
+$2.58M
5
COF icon
Capital One
COF
+$2.57M

Top Sells

1
+$10.1M
2
+$2.7M
3
+$2.5M
4
CF icon
CF Industries
CF
+$2.47M
5
WFC icon
Wells Fargo
WFC
+$1.87M

Sector Composition

1 Financials 13.57%
2 Technology 10.49%
3 Healthcare 8.66%
4 Consumer Discretionary 7.94%
5 Industrials 5.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.92M 1.1%
19,504
-219
27
$2.81M 1.06%
97,670
+1,830
28
$2.8M 1.06%
+238,187
29
$2.78M 1.05%
10,478
+1,173
30
$2.77M 1.04%
11,248
-173
31
$2.74M 1.03%
33,393
+21
32
$2.7M 1.02%
4,410
+801
33
$2.68M 1.01%
5,709
-51
34
$2.67M 1.01%
33,392
+295
35
$2.59M 0.98%
19,624
-1,270
36
$2.58M 0.97%
+123,406
37
$2.57M 0.97%
+28,371
38
$2.57M 0.97%
38,102
+287
39
$2.53M 0.95%
18,566
+308
40
$2.48M 0.94%
57,198
+244
41
$2.4M 0.91%
25,641
+1,270
42
$2.36M 0.89%
133,897
-3,093
43
$2.36M 0.89%
30,991
-16,464
44
$2.3M 0.87%
59,839
-103
45
$2.13M 0.8%
13,588
-3,421
46
$2.11M 0.8%
18,460
+1,997
47
$1.95M 0.74%
27,056
+23,299
48
$1.92M 0.72%
7,247
-258
49
$1.79M 0.68%
9,787
-196
50
$1.74M 0.66%
22,234
-321
1
2
3 4 5