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
51
$1.68M 0.63%
94,689
-3,087
52
$1.65M 0.62%
11,097
-2,803
53
$1.64M 0.62%
5,612
-583
54
$1.64M 0.62%
4,463
-24
55
$1.61M 0.61%
10,023
-20
56
$1.6M 0.6%
15,760
-236
57
$1.57M 0.59%
30,457
+453
58
$1.56M 0.59%
6,770
-6,963
59
$1.5M 0.57%
18,825
-3,575
60
$1.49M 0.56%
+17,384
61
$1.45M 0.55%
21,374
+20
62
$1.43M 0.54%
42,108
-504
63
$1.42M 0.54%
56,292
+834
64
$1.42M 0.53%
15,522
+353
65
$1.41M 0.53%
3,880
-124
66
$1.41M 0.53%
+30,389
67
$1.39M 0.52%
+31,655
68
$1.37M 0.52%
+9,049
69
$1.35M 0.51%
6,870
-285
70
$1.34M 0.51%
9,644
+71
71
$1.31M 0.49%
96,688
+1,024
72
$1.25M 0.47%
13,431
+230
73
$1.24M 0.47%
23,670
+501
74
$1.21M 0.46%
7,356
+29
75
$1.2M 0.45%
16,966
-671
1 2
3
4 5