ACM
Alpha Capital Management Portfolio holdings
AUM
$581M
1-Year Return
22.84%
This Quarter Return
-3.82%
1 Year Return
+22.84%
3 Year Return
+84.71%
5 Year Return
+153.95%
10 Year Return
+311.08%
AUM
$526M
AUM Growth
-$19.5M
(-3.6%)
Cap. Flow
+$6.75M
Cap. Flow
% of AUM
1.28%
Top 10 Holdings %
Top 10 Hldgs %
37.01%
Holding
119
New
5
Increased
54
Reduced
47
Closed
4
Top Buys
| 1 |
Quanta Services
PWR
|
$6.59M |
| 2 |
IBM
IBM
|
$4.46M |
| 3 |
Palantir
PLTR
|
$2.56M |
| 4 |
TSMC
TSM
|
$2.04M |
| 5 |
JPMorgan Small & Mid Cap Enhanced Equity ETF
JMEE
|
$1.04M |
Top Sells
| 1 |
TBIL
US Treasury 3 Month Bill ETF
TBIL
|
$11.4M |
| 2 |
Constellation Brands
STZ
|
$3.96M |
| 3 |
Strategy Inc Common Stock Class A
MSTR
|
$906K |
| 4 |
Williams-Sonoma
WSM
|
$571K |
| 5 |
JPMorgan Chase
JPM
|
$531K |
Sector Composition
| 1 | Technology | 13.22% |
| 2 | Financials | 12.18% |
| 3 | Consumer Discretionary | 7.46% |
| 4 | Industrials | 6.78% |
| 5 | Energy | 4.38% |
