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
$246M
AUM Growth
+$11.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
98
New
Increased
Reduced
Closed

Top Buys

1
+$3.41M
2
+$2.75M
3
+$2.4M
4
V icon
Visa
V
+$2.24M
5
SCHF icon
Schwab International Equity ETF
SCHF
+$1.48M

Top Sells

1
+$7.44M
2
+$1.53M
3
+$1.14M
4
AAPL icon
Apple
AAPL
+$922K
5
HWM icon
Howmet Aerospace
HWM
+$899K

Sector Composition

1 Financials 10.29%
2 Technology 9.99%
3 Consumer Discretionary 9.65%
4 Healthcare 7%
5 Industrials 6.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.53M 0.62%
44,622
-9,462
52
$1.52M 0.62%
12,189
+4
53
$1.51M 0.62%
12,364
+133
54
$1.5M 0.61%
30,948
-2,220
55
$1.48M 0.6%
26,330
+1,471
56
$1.45M 0.59%
10,170
-2,301
57
$1.44M 0.58%
15,225
+1,539
58
$1.42M 0.58%
14,540
+829
59
$1.42M 0.58%
21,199
+4,391
60
$1.41M 0.58%
14,167
-1,135
61
$1.4M 0.57%
22,752
+442
62
$1.38M 0.56%
16,602
+1,369
63
$1.38M 0.56%
+15,507
64
$1.37M 0.56%
23,132
-72
65
$1.37M 0.56%
9,131
-42
66
$1.37M 0.56%
4,956
-162
67
$1.36M 0.55%
5,004
-454
68
$1.35M 0.55%
10,690
+308
69
$1.31M 0.53%
20,119
+2,644
70
$1.3M 0.53%
29,612
+99
71
$1.18M 0.48%
14,907
+3,508
72
$1.17M 0.48%
5,345
+1,723
73
$1.14M 0.46%
+5,020
74
$1.1M 0.45%
11,030
+2,757
75
$1.02M 0.41%
+26,088
1 2
3
4