ACM
Alpha Capital Management Portfolio holdings
AUM
$581M
1-Year Return
22.84%
This Quarter Return
+3.13%
1 Year Return
+22.84%
3 Year Return
+84.71%
5 Year Return
+153.95%
10 Year Return
+311.08%
AUM
$246M
AUM Growth
+$11.9M
(+5.1%)
Cap. Flow
+$6.02M
Cap. Flow
% of AUM
2.45%
Top 10 Holdings %
Top 10 Hldgs %
44%
Holding
98
New
11
Increased
44
Reduced
31
Closed
9
Top Buys
| 1 |
Schwab US Large- Cap ETF
SCHX
|
$3.41M |
| 2 |
Box
BOX
|
$2.75M |
| 3 |
3M
MMM
|
$2.4M |
| 4 |
Visa
V
|
$2.24M |
| 5 |
Schwab International Equity ETF
SCHF
|
$1.48M |
Top Sells
| 1 |
Schwab US Large-Cap Growth ETF
SCHG
|
$7.44M |
| 2 |
US Commodity Index
USCI
|
$1.53M |
| 3 |
Sealed Air
SEE
|
$1.14M |
| 4 |
Apple
AAPL
|
$922K |
| 5 |
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% |
