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
$127M
AUM Growth
+$15.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
80
New
Increased
Reduced
Closed

Top Buys

1
+$2.23M
2
+$2.11M
3
+$2.08M
4
LMT icon
Lockheed Martin
LMT
+$2.02M
5
AMLP icon
Alerian MLP ETF
AMLP
+$1.94M

Top Sells

1
+$3.12M
2
+$1.98M
3
+$1.72M
4
HAIN icon
Hain Celestial
HAIN
+$1.29M
5
LLY icon
Eli Lilly
LLY
+$809K

Sector Composition

1 Consumer Discretionary 19.1%
2 Financials 13.76%
3 Industrials 13.3%
4 Healthcare 11.04%
5 Energy 10.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
– –
-66,070
77
– –
-5,391
78
– –
-138
79
– –
-5,623
80
– –
-9,777
1 2 3
4