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
$234M
AUM Growth
+$21.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
105
New
Increased
Reduced
Closed

Top Buys

1
+$14.9M
2
+$13.3M
3
+$2.16M
4
IBM icon
IBM
IBM
+$2.16M
5
MASI icon
Masimo
MASI
+$1.21M

Top Sells

1
+$1.84M
2
+$1.61M
3
+$1.35M
4
NVDA icon
NVIDIA
NVDA
+$1.29M
5
CAT icon
Caterpillar
CAT
+$1.13M

Sector Composition

1 Financials 10.28%
2 Consumer Discretionary 9.99%
3 Technology 8.64%
4 Healthcare 6.8%
5 Industrials 5.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.44M 0.61%
5,118
-176
52
$1.44M 0.61%
5,458
-2,381
53
$1.41M 0.61%
23,204
-115
54
$1.4M 0.6%
12,231
-147
55
$1.39M 0.59%
9,173
+3
56
$1.38M 0.59%
29,513
+851
57
$1.28M 0.55%
12,185
+243
58
$1.27M 0.54%
13,686
+987
59
$1.23M 0.53%
24,859
+367
60
$1.21M 0.52%
+13,711
61
$1.19M 0.51%
22,310
+406
62
$1.16M 0.49%
15,233
+790
63
$1.14M 0.49%
26,659
+897
64
$1.14M 0.49%
16,808
-465
65
$1.12M 0.48%
10,382
+345
66
$1.02M 0.44%
+17,475
67
$1.02M 0.44%
11,399
+764
68
$974K 0.42%
+30,641
69
$899K 0.38%
50,891
-1,813
70
$873K 0.37%
8,273
+682
71
$826K 0.35%
3,622
-71
72
$662K 0.28%
6,626
-133
73
$599K 0.26%
+10,249
74
$595K 0.25%
+3,714
75
$444K 0.19%
1,673
+56
1 2
3
4 5