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
$270M
AUM Growth
+$5.44M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
101
New
Increased
Reduced
Closed

Top Buys

1 +$5.3M
2 +$2.83M
3 +$2.76M
4
WRK
WestRock Company
WRK
+$2.49M
5
SCHA icon
Schwab U.S Small- Cap ETF
SCHA
+$509K

Top Sells

1 +$5.81M
2 +$3.16M
3 +$1.5M
4
JNJ icon
Johnson & Johnson
JNJ
+$1.34M
5
SHAK icon
Shake Shack
SHAK
+$1.13M

Sector Composition

1 Financials 14.99%
2 Technology 11.04%
3 Consumer Discretionary 8.6%
4 Healthcare 7.67%
5 Industrials 6.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
-261,472