ACM

Alta Capital Management Portfolio holdings

AUM $1.8B
1-Year Est. Return 21.95%
This Quarter Est. Return
1 Year Est. Return
+21.95%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.54B
AUM Growth
-$137M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
97
New
Increased
Reduced
Closed

Top Buys

1
+$24.2M
2
+$14.2M
3
+$11.9M
4
WM icon
Waste Management
WM
+$8.58M
5
META icon
Meta Platforms (Facebook)
META
+$7.66M

Top Sells

1
+$24.4M
2
+$21.7M
3
+$14.1M
4
ZBRA icon
Zebra Technologies
ZBRA
+$12.1M
5
POOL icon
Pool Corp
POOL
+$9.69M

Sector Composition

1 Technology 37.66%
2 Consumer Discretionary 20.47%
3 Financials 12.67%
4 Healthcare 10.37%
5 Industrials 7.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$26.8M 1.74%
162,494
-7,297
27
$23.6M 1.53%
225,636
+20,848
28
$20M 1.3%
288,587
+84,358
29
$18.3M 1.19%
37,519
-1,720
30
$17.2M 1.12%
67,831
-21,877
31
$14.9M 0.97%
72,697
+295
32
$14.9M 0.97%
64,008
+1,183
33
$13.9M 0.9%
77,090
+381
34
$12.5M 0.81%
51,467
-32,891
35
$9.49M 0.62%
16,467
+13,297
36
$9.39M 0.61%
407,991
+8,392
37
$9.32M 0.6%
139,854
-326,110
38
$9.16M 0.59%
39,573
+37,079
39
$8.77M 0.57%
20,890
-35
40
$6.69M 0.43%
40,013
+1,341
41
$6.54M 0.42%
26,678
-112
42
$5.86M 0.38%
+49,938
43
$5.57M 0.36%
196,856
+8,875
44
$4.95M 0.32%
67,253
+805
45
$4.87M 0.32%
22,379
+1,941
46
$4.79M 0.31%
2,560
-147
47
$4.76M 0.31%
20,133
+1,126
48
$4.71M 0.31%
76,307
+3,859
49
$4.34M 0.28%
39,846
+1,847
50
$4.34M 0.28%
13,878
+846
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