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
$1.48B
AUM Growth
-$14.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
91
New
Increased
Reduced
Closed

Top Buys

1
+$14.7M
2
+$10.2M
3
+$6.13M
4
WFC icon
Wells Fargo
WFC
+$5.35M
5
META icon
Meta Platforms (Facebook)
META
+$5.07M

Top Sells

1
+$15.4M
2
+$11.7M
3
+$9.3M
4
MNRO icon
Monro
MNRO
+$9.14M
5
AAPL icon
Apple
AAPL
+$7.94M

Sector Composition

1 Consumer Discretionary 16.04%
2 Healthcare 15.71%
3 Technology 15.57%
4 Financials 15.24%
5 Industrials 12.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$26.9M 1.82%
160,991
-2,386
27
$23.1M 1.56%
159,193
-5,463
28
$22.3M 1.51%
147,950
+33,592
29
$20.7M 1.4%
269,641
-76,888
30
$20.4M 1.38%
99,709
-1,079
31
$20.4M 1.38%
260,737
-1,089
32
$18.4M 1.24%
18,837
-286
33
$18.4M 1.24%
276,427
-32,568
34
$16.8M 1.14%
156,870
+2,420
35
$15.6M 1.05%
117,315
-11,159
36
$14.7M 1%
+195,086
37
$14.4M 0.98%
100,062
+2,310
38
$13.7M 0.93%
176,552
-13,037
39
$13.5M 0.91%
1,246,890
+30,670
40
$4.33M 0.29%
17
41
$2.82M 0.19%
40,941
-777
42
$1.98M 0.13%
27,365
+411
43
$1.84M 0.12%
14,295
+260
44
$1.71M 0.12%
18,760
+315
45
$1.64M 0.11%
10,734
+56
46
$1.6M 0.11%
22,121
+692
47
$1.6M 0.11%
35,904
+1,114
48
$1.43M 0.1%
50,046
+2,308
49
$1.4M 0.09%
44,784
+1,409
50
$1.33M 0.09%
21,674
+477
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2
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