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
$265M
AUM Growth
+$10.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
106
New
Increased
Reduced
Closed

Top Buys

1
+$5.81M
2
+$5.58M
3
+$2.8M
4
KMI icon
Kinder Morgan
KMI
+$2.58M
5
COF icon
Capital One
COF
+$2.57M

Top Sells

1
+$10.1M
2
+$2.7M
3
+$2.5M
4
CF icon
CF Industries
CF
+$2.47M
5
WFC icon
Wells Fargo
WFC
+$1.87M

Sector Composition

1 Financials 13.57%
2 Technology 10.49%
3 Healthcare 8.66%
4 Consumer Discretionary 7.94%
5 Industrials 5.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
– –
-15,562
102
– –
-79,799
103
– –
-814,090
104
– –
-57,330
105
– –
-10,855
106
– –
-23
1 2 3 4
5