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
$346M
AUM Growth
+$54M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
112
New
Increased
Reduced
Closed

Top Buys

1
+$5.36M
2
+$5.21M
3
+$3.83M
4
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$3.14M
5
SHOP icon
Shopify
SHOP
+$2.55M

Top Sells

1
+$4.17M
2
+$2.01M
3
+$2M
4
PII icon
Polaris
PII
+$1.71M
5
PVH icon
PVH
PVH
+$1.67M

Sector Composition

1 Financials 16.08%
2 Technology 12.78%
3 Consumer Discretionary 9.27%
4 Healthcare 6.89%
5 Industrials 5.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.28M 0.66%
6,746
-31
52
$2.28M 0.66%
35,628
-2,874
53
$2.21M 0.64%
64,516
-3,551
54
$2.17M 0.63%
+7,222
55
$2.13M 0.62%
58,390
-5,689
56
$2.07M 0.6%
9,468
+183
57
$1.99M 0.57%
74,266
-3,401
58
$1.87M 0.54%
20,921
-5,909
59
$1.83M 0.53%
4,622
+8
60
$1.8M 0.52%
44,232
+948
61
$1.75M 0.5%
+17,132
62
$1.72M 0.5%
139,216
-9,518
63
$1.7M 0.49%
7,221
+294
64
$1.67M 0.48%
10,564
+351
65
$1.65M 0.48%
15,836
+380
66
$1.55M 0.45%
7,731
+233
67
$1.47M 0.42%
25,184
+433
68
$1.45M 0.42%
7,638
+102
69
$1.35M 0.39%
55,927
-49,330
70
$1.31M 0.38%
17,266
-721
71
$1.27M 0.37%
68,829
-2,898
72
$1.25M 0.36%
22,242
+590
73
$1.21M 0.35%
89,560
+25,240
74
$1.14M 0.33%
+7,026
75
$1.11M 0.32%
30,869
+892
1 2
3
4 5