ACM

Alta Capital Management Portfolio holdings

AUM $1.76B
1-Year Est. Return 18.4%
This Quarter Est. Return
1 Year Est. Return
+18.4%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.61B
AUM Growth
-$13.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
96
New
Increased
Reduced
Closed

Top Buys

1
+$10.5M
2
+$5.44M
3
+$2.05M
4
LOW icon
Lowe's Companies
LOW
+$1.86M
5
PSX icon
Phillips 66
PSX
+$670K

Top Sells

1
+$15.4M
2
+$12.7M
3
+$3.39M
4
DLTR icon
Dollar Tree
DLTR
+$3.29M
5
AAPL icon
Apple
AAPL
+$2.98M

Sector Composition

1 Industrials 16.75%
2 Consumer Discretionary 16.33%
3 Financials 14.39%
4 Technology 14.14%
5 Healthcare 13.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$28.8M 1.79%
229,337
-3,876
27
$27.3M 1.7%
185,600
-5,361
28
$26.5M 1.65%
328,974
+67,441
29
$26M 1.62%
174,524
-1,328
30
$21.6M 1.34%
126,041
+2,384
31
$19.4M 1.21%
217,818
+289
32
$18.9M 1.18%
157,276
-22,225
33
$17M 1.06%
97,624
-10,647
34
$16.4M 1.02%
149,374
-7,036
35
$16.4M 1.02%
265,636
-2,224
36
$16.1M 1%
229,686
-21,713
37
$15.5M 0.97%
196,448
-12,746
38
$15.2M 0.95%
304,286
-3,514
39
$13.8M 0.86%
107,506
-4,064
40
$13M 0.81%
180,178
+25,742
41
$11.5M 0.72%
856,580
+12,300
42
$10.5M 0.65%
171,260
+2,625
43
$3.67M 0.23%
17
44
$2.72M 0.17%
47,234
-5,184
45
$1.99M 0.12%
15,016
+4,288
46
$1.89M 0.12%
36,399
+764
47
$1.75M 0.11%
13,849
+674
48
$1.69M 0.11%
26,774
+1,208
49
$1.68M 0.1%
18,441
+255
50
$1.55M 0.1%
39,492
-119
1
2
3 4