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
$1.28B
AUM Growth
-$84.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
86
New
Increased
Reduced
Closed

Top Buys

1
+$16.9M
2
+$15.6M
3
+$8.2M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$2.06M
5
NVDA icon
NVIDIA
NVDA
+$2.06M

Top Sells

1
+$20.5M
2
+$10.7M
3
+$8.29M
4
V icon
Visa
V
+$5.47M
5
AAPL icon
Apple
AAPL
+$3.93M

Sector Composition

1 Technology 33.13%
2 Communication Services 17.86%
3 Financials 14.59%
4 Consumer Discretionary 14.28%
5 Healthcare 9.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$20.7M 1.62%
389,640
+318,523
27
$19.5M 1.53%
238,153
-1,784
28
$18.9M 1.48%
131,239
-57,459
29
$18.1M 1.41%
393,346
+12,354
30
$16.8M 1.32%
89,491
+1,891
31
$13.7M 1.07%
35,419
+600
32
$13M 1.02%
1,072,330
+169,890
33
$12.9M 1.01%
56,220
-4,229
34
$10.8M 0.84%
405,696
-11,248
35
$10.5M 0.82%
93,089
+72,529
36
$10.4M 0.82%
147,051
+2,763
37
$10.4M 0.81%
106,928
+1,704
38
$9.47M 0.74%
53,780
+1,765
39
$7.47M 0.58%
256,891
+25,601
40
$6.73M 0.53%
33,409
+1,289
41
$3.32M 0.26%
41,090
+2,444
42
$3.01M 0.24%
18,432
+2,608
43
$2.7M 0.21%
16,550
-3,962
44
$2.7M 0.21%
28,328
-2,326
45
$2.7M 0.21%
67,414
+646
46
$2.65M 0.21%
25,391
+7,406
47
$2.54M 0.2%
165,660
+39,490
48
$2.47M 0.19%
11,524
-155
49
$2.33M 0.18%
14,448
-2,858
50
$2.24M 0.18%
4,431
+32
1
2
3 4