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
$234M
AUM Growth
+$21.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
105
New
Increased
Reduced
Closed

Top Buys

1
+$14.9M
2
+$13.3M
3
+$2.16M
4
IBM icon
IBM
IBM
+$2.16M
5
MASI icon
Masimo
MASI
+$1.21M

Top Sells

1
+$1.84M
2
+$1.61M
3
+$1.35M
4
NVDA icon
NVIDIA
NVDA
+$1.29M
5
CAT icon
Caterpillar
CAT
+$1.13M

Sector Composition

1 Financials 10.28%
2 Consumer Discretionary 9.99%
3 Technology 8.64%
4 Healthcare 6.8%
5 Industrials 5.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
– –
-5,608
102
– –
-3,997
103
– –
-24,320
104
– –
-172
105
– –
-4,622
1 2 3 4
5