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
$400M
AUM Growth
+$22.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
105
New
Increased
Reduced
Closed

Top Buys

1
+$3.51M
2
+$3.34M
3
+$1.08M
4
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$935K
5
AMD icon
Advanced Micro Devices
AMD
+$538K

Top Sells

1
+$3.16M
2
+$1.55M
3
+$1.51M
4
ALB icon
Albemarle
ALB
+$947K
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$855K

Sector Composition

1 Technology 12.95%
2 Financials 11.32%
3 Industrials 7.57%
4 Consumer Discretionary 7.19%
5 Healthcare 6.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$98.8K 0.02%
35,269
-3,979
102
$52.4K 0.01%
30,103
-584
103
– –
0
104
– –
-14,181
105
– –
-400
1 2 3 4
5