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
51
$1.16M 0.84%
10,338
-328
52
$893K 0.65%
33,630
+798
53
$841K 0.61%
+95,464
54
$835K 0.61%
3,863
-517
55
$683K 0.5%
48,477
+4,383
56
$639K 0.46%
10,880
57
$586K 0.43%
13,512
-23
58
$561K 0.41%
4,597
-8,855
59
$553K 0.4%
13,166
+1,303
60
$517K 0.38%
13,405
-267
61
$511K 0.37%
4,160
-472
62
$356K 0.26%
3,167
+77
63
$353K 0.26%
15,298
-1,028
64
$343K 0.25%
10,855
65
$340K 0.25%
7,201
-328
66
$335K 0.24%
21,228
+2,642
67
$326K 0.24%
2,016
+342
68
$322K 0.23%
+8,539
69
$255K 0.19%
3,504
-78
70
$245K 0.18%
+7,914
71
$217K 0.16%
+2,435
72
$214K 0.16%
+1,531
73
$214K 0.16%
+4,117
74
$212K 0.15%
+6,626
75
$207K 0.15%
+2,803
1 2
3
4