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
$832M
AUM Growth
+$91.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
90
New
Increased
Reduced
Closed

Top Buys

1
+$16.5M
2
+$2.78M
3
+$1.21M
4
TJX icon
TJX Companies
TJX
+$1.13M
5
TUP
Tupperware Brands Corporation
TUP
+$1.12M

Top Sells

1
+$10.2M
2
+$7.53M
3
+$1M
4
DIS icon
Walt Disney
DIS
+$946K
5
MIDD icon
Middleby
MIDD
+$677K

Sector Composition

1 Healthcare 17.06%
2 Technology 16.64%
3 Industrials 13.51%
4 Financials 13.47%
5 Consumer Discretionary 12.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.06M 0.13%
11,744
+986
52
$968K 0.12%
+16,197
53
$925K 0.11%
14,410
+1,940
54
$903K 0.11%
+227,488
55
$849K 0.1%
22,414
+16,760
56
$782K 0.09%
30,652
-1,406
57
$742K 0.09%
8,567
+171
58
$739K 0.09%
7,688
+430
59
$647K 0.08%
6,270
-2,720
60
$641K 0.08%
9,762
-2,038
61
$621K 0.07%
9,311
+754
62
$568K 0.07%
6,610
+3
63
$523K 0.06%
15,728
+1
64
$463K 0.06%
3,811
-66
65
$394K 0.05%
11,919
-308,168
66
$380K 0.05%
1,582
67
$342K 0.04%
3,062
68
$317K 0.04%
6,190
-880
69
$296K 0.04%
21,475
-825
70
$278K 0.03%
+249
71
$272K 0.03%
3,530
72
$266K 0.03%
14,315
+120
73
$255K 0.03%
+19,940
74
$224K 0.03%
+8,625
75
$221K 0.03%
2,775
1 2
3
4