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
$1.68B
AUM Growth
+$91.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
99
New
Increased
Reduced
Closed

Top Buys

1
+$29.2M
2
+$19.1M
3
+$18.4M
4
KNSL icon
Kinsale Capital Group
KNSL
+$13.8M
5
AMZN icon
Amazon
AMZN
+$13.5M

Top Sells

1
+$31.6M
2
+$20.7M
3
+$20M
4
ZBRA icon
Zebra Technologies
ZBRA
+$16.5M
5
CPAY icon
Corpay
CPAY
+$13M

Sector Composition

1 Technology 35.25%
2 Consumer Discretionary 19.88%
3 Healthcare 13.13%
4 Financials 12.28%
5 Communication Services 7.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$26.1M 1.55%
96,434
+2,337
27
$25.9M 1.54%
90,120
+2,371
28
$24.4M 1.45%
204,831
+94,919
29
$18.5M 1.1%
86,145
+2,576
30
$17.3M 1.03%
90,861
+4,108
31
$16.7M 0.99%
106,671
-10,294
32
$15.5M 0.92%
75,225
+2,017
33
$15.2M 0.9%
375,373
-47,152
34
$15.2M 0.9%
40,958
-44,449
35
$13.8M 0.82%
+29,650
36
$10.8M 0.64%
21,409
+925
37
$10.7M 0.64%
28,370
+1,928
38
$9.28M 0.55%
60,378
+1,395
39
$6.06M 0.36%
+35,141
40
$5.82M 0.35%
27,580
+6
41
$5.35M 0.32%
36,331
+5,657
42
$4.59M 0.27%
208,815
+1,126
43
$4.48M 0.27%
24,857
+67
44
$4.47M 0.27%
19,218
+210
45
$3.91M 0.23%
169,090
+3,545
46
$3.85M 0.23%
23,000
-2,000
47
$3.62M 0.22%
11,879
+328
48
$3.48M 0.21%
65,475
-13,263
49
$3.34M 0.2%
34,737
+1,205
50
$3.31M 0.2%
16,039
+7,716
1
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