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
$1.59B
AUM Growth
-$30.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
94
New
Increased
Reduced
Closed

Top Buys

1
+$26.4M
2
+$15.7M
3
+$13.6M
4
UNH icon
UnitedHealth
UNH
+$9.89M
5
AAPL icon
Apple
AAPL
+$6.75M

Top Sells

1
+$27.5M
2
+$21.3M
3
+$18.5M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$15.1M
5
ZBRA icon
Zebra Technologies
ZBRA
+$11.7M

Sector Composition

1 Technology 37.26%
2 Consumer Discretionary 18.83%
3 Healthcare 12.05%
4 Financials 11.04%
5 Communication Services 9.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$26.4M 1.66%
85,407
-37,820
27
$24.5M 1.54%
8,264
+4,604
28
$22M 1.38%
422,525
-18,449
29
$20.7M 1.3%
94,097
+4,304
30
$17.7M 1.11%
176,329
-18,330
31
$16.5M 1.04%
83,569
-5,596
32
$16.3M 1.03%
116,965
-22,158
33
$15.7M 0.99%
+109,912
34
$15.4M 0.97%
86,753
+19,051
35
$15.4M 0.97%
284,021
+2,338
36
$13M 0.82%
48,771
-70
37
$12.8M 0.81%
73,208
-19,440
38
$9.98M 0.63%
20,484
+6,943
39
$9.17M 0.58%
58,983
-137,301
40
$8.13M 0.51%
26,442
+1,611
41
$5.58M 0.35%
27,574
-72
42
$4.8M 0.3%
30,674
+280
43
$4.59M 0.29%
25,000
44
$4.56M 0.29%
110,595
+1,412
45
$3.97M 0.25%
207,689
+779
46
$3.85M 0.24%
24,790
+412
47
$3.74M 0.24%
78,738
+2,515
48
$3.69M 0.23%
19,008
+684
49
$3.01M 0.19%
165,545
+3,353
50
$2.99M 0.19%
6,400
+91
1
2
3 4