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
$377M
AUM Growth
+$11.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
103
New
Increased
Reduced
Closed

Top Buys

1
+$9.83M
2
+$7.3M
3
+$3.24M
4
VO icon
Vanguard Mid-Cap ETF
VO
+$869K
5
SHOP icon
Shopify
SHOP
+$750K

Top Sells

1
+$1.43M
2
+$1.41M
3
+$502K
4
ALB icon
Albemarle
ALB
+$239K
5
SCHF icon
Schwab International Equity ETF
SCHF
+$206K

Sector Composition

1 Technology 13.2%
2 Financials 11.17%
3 Consumer Discretionary 7.77%
4 Industrials 6.74%
5 Healthcare 6.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$4K ﹤0.01%
+400
102
– –
-4,874
103
– –
-13,106
1 2 3 4
5