ACM
Alpha Capital Management Portfolio holdings
AUM
$581M
This Quarter Return
+5.74%
1 Year Return
+22.84%
3 Year Return
+84.71%
5 Year Return
+153.95%
10 Year Return
+311.08%
AUM
$211M
AUM Growth
+$211M
(+4%)
Cap. Flow
+$1.32M
Cap. Flow
% of AUM
0.63%
Top 10 Holdings %
Top 10 Hldgs %
46.68%
Holding
104
New
14
Increased
35
Reduced
32
Closed
16
Top Buys
| 1 |
Schwab International Equity ETF
SCHF
|
$12.7M |
| 2 |
Travelers Companies
TRV
|
$2.37M |
| 3 |
RTX Corp
RTX
|
$2.25M |
| 4 |
Microchip Technology
MCHP
|
$2.14M |
| 5 |
Humana
HUM
|
$2.12M |
Top Sells
| 1 |
Schwab Emerging Markets Equity ETF
SCHE
|
$12.6M |
| 2 |
ResMed
RMD
|
$2.71M |
| 3 |
American International
AIG
|
$2.31M |
| 4 |
GE Aerospace
GE
|
$2.17M |
| 5 |
ConocoPhillips
COP
|
$2.08M |
Sector Composition
| 1 | Financials | 10.39% |
| 2 | Consumer Discretionary | 9.66% |
| 3 | Technology | 8.75% |
| 4 | Healthcare | 7.34% |
| 5 | Industrials | 6.94% |