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
-$3.24M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
101
New
Increased
Reduced
Closed

Top Buys

1
+$31.8M
2
+$24.2M
3
+$12.4M
4
NVDA icon
NVIDIA
NVDA
+$11.9M
5
AVGO icon
Broadcom
AVGO
+$7.8M

Top Sells

1
+$44.7M
2
+$18.7M
3
+$12.4M
4
TTWO icon
Take-Two Interactive
TTWO
+$10.5M
5
LOW icon
Lowe's Companies
LOW
+$8.29M

Sector Composition

1 Technology 38.97%
2 Consumer Discretionary 20.49%
3 Financials 11.83%
4 Healthcare 9.5%
5 Communication Services 8.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$24.2M 1.44%
+53,466
27
$19.1M 1.14%
84,358
-1,787
28
$18.6M 1.11%
89,708
-1,153
29
$18.3M 1.09%
39,239
+9,589
30
$17.6M 1.05%
204,229
-602
31
$15.9M 0.95%
68,778
+33,637
32
$15.5M 0.92%
62,825
-33,609
33
$15.1M 0.9%
76,709
-29,962
34
$14.2M 0.85%
399,599
+24,226
35
$13.2M 0.79%
72,402
-2,823
36
$12.7M 0.75%
7,444
+7,315
37
$12.1M 0.72%
31,449
-9,509
38
$9.69M 0.58%
28,417
+47
39
$8.65M 0.52%
20,925
-484
40
$6.42M 0.38%
26,790
-790
41
$6.14M 0.37%
+66,448
42
$5.6M 0.33%
38,672
+2,341
43
$5.1M 0.3%
+8,709
44
$4.67M 0.28%
2,707
-25,890
45
$4.38M 0.26%
23,000
46
$4.33M 0.26%
19,007
+6,508
47
$4.29M 0.26%
72,448
+6,973
48
$4.28M 0.26%
187,981
-20,834
49
$4.05M 0.24%
27,102
+2,245
50
$3.78M 0.23%
13,032
+1,153
1
2
3 4