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
$396M
AUM Growth
+$49.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
112
New
Increased
Reduced
Closed

Top Buys

1
+$2.58M
2
+$2.07M
3
+$1.89M
4
ARKG icon
ARK Genomic Revolution ETF
ARKG
+$1.09M
5
ARKK icon
ARK Innovation ETF
ARKK
+$1.07M

Top Sells

1
+$6.36M
2
+$3.12M
3
+$2.61M
4
IBM icon
IBM
IBM
+$2.31M
5
KMI icon
Kinder Morgan
KMI
+$1.72M

Sector Composition

1 Financials 16.79%
2 Technology 12.1%
3 Consumer Discretionary 9.78%
4 Healthcare 7.21%
5 Industrials 4.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.58M 0.65%
+154,064
52
$2.52M 0.64%
32,244
+315
53
$2.51M 0.64%
9,445
-23
54
$2.41M 0.61%
6,754
+8
55
$2.38M 0.6%
11,923
+356
56
$2.38M 0.6%
9,756
-1,403
57
$2.33M 0.59%
46,765
+41,612
58
$2.16M 0.55%
9,939
+2,913
59
$2.15M 0.54%
30,818
-12,468
60
$2.15M 0.54%
9,120
+1,719
61
$2.06M 0.52%
7,243
+22
62
$2.04M 0.52%
7,742
+11
63
$2.04M 0.51%
66,491
-7,775
64
$2M 0.51%
4,651
+29
65
$1.89M 0.48%
10,550
-14
66
$1.89M 0.48%
+15,412
67
$1.75M 0.44%
7,988
+350
68
$1.71M 0.43%
33,682
-28,163
69
$1.55M 0.39%
17,679
+413
70
$1.49M 0.38%
113,840
+24,280
71
$1.48M 0.37%
29,582
-1,287
72
$1.47M 0.37%
68,601
-228
73
$1.47M 0.37%
24,401
-783
74
$1.42M 0.36%
13,941
-3,191
75
$1.35M 0.34%
44,572
-11,355
1 2
3
4 5