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
$1.46B
AUM Growth
+$97.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
90
New
Increased
Reduced
Closed

Top Buys

1
+$19.9M
2
+$7.04M
3
+$6.28M
4
ADBE icon
Adobe
ADBE
+$3.55M
5
POOL icon
Pool Corp
POOL
+$2.33M

Top Sells

1
+$9.28M
2
+$8.81M
3
+$8.38M
4
AAPL icon
Apple
AAPL
+$4.8M
5
CPRT icon
Copart
CPRT
+$4.07M

Sector Composition

1 Technology 36.79%
2 Consumer Discretionary 14.44%
3 Financials 14.01%
4 Communication Services 12.68%
5 Healthcare 11.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$27.2M 1.86%
108,561
-877
27
$23.5M 1.61%
351,476
-8,223
28
$21.7M 1.49%
512,160
-219,430
29
$19.6M 1.35%
118,356
-1,172
30
$19.6M 1.34%
150,103
+15,348
31
$19M 1.3%
193,762
-6,045
32
$16.4M 1.12%
72,568
-2,554
33
$13.2M 0.9%
288,564
-89,238
34
$12.7M 0.87%
50,424
-1,909
35
$12.2M 0.84%
98,048
-4,736
36
$10.9M 0.75%
144,995
-2,652
37
$10.4M 0.72%
300,790
-9,439
38
$8.92M 0.61%
23,814
+6,225
39
$7.25M 0.5%
29,964
-1,313
40
$6.96M 0.48%
13,858
-406
41
$4.31M 0.3%
17,494
-35,810
42
$3.86M 0.27%
26,547
-190
43
$3.63M 0.25%
38,052
+761
44
$3.4M 0.23%
91,306
-62
45
$3.38M 0.23%
20,418
-63
46
$3.02M 0.21%
189,324
+3,165
47
$3M 0.21%
10,037
-77
48
$2.88M 0.2%
14,836
+241
49
$2.81M 0.19%
15,659
-28
50
$2.73M 0.19%
52,808
-256
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