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
$974M
AUM Growth
+$143M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
100
New
Increased
Reduced
Closed

Top Buys

1
+$2.67M
2
+$2.44M
3
+$2.08M
4
NVO icon
Novo Nordisk
NVO
+$1.89M
5
AAPL icon
Apple
AAPL
+$1.85M

Top Sells

1
+$1.51M
2
+$742K
3
+$317K
4
DO
Diamond Offshore Drilling
DO
+$286K
5
GNTX icon
Gentex
GNTX
+$255K

Sector Composition

1 Healthcare 17.75%
2 Technology 17.16%
3 Industrials 13.49%
4 Financials 13.43%
5 Consumer Discretionary 12.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.48M 0.15%
22,149
+2,423
52
$1.4M 0.14%
28,448
+4,768
53
$1.35M 0.14%
13,507
+1,763
54
$1.17M 0.12%
17,373
+2,963
55
$1.15M 0.12%
27,885
+5,471
56
$1.12M 0.12%
16,272
+75
57
$1.07M 0.11%
233,728
+6,240
58
$1M 0.1%
37,664
+7,012
59
$930K 0.1%
13,480
+4,169
60
$917K 0.09%
9,460
+1,772
61
$901K 0.09%
12,655
+2,893
62
$844K 0.09%
7,675
+1,405
63
$654K 0.07%
6,471
-139
64
$476K 0.05%
3,815
+4
65
$442K 0.05%
1,582
66
$349K 0.04%
3,062
67
$347K 0.04%
9,206
-2,713
68
$334K 0.03%
21,475
69
$328K 0.03%
259
+10
70
$298K 0.03%
3,530
71
$288K 0.03%
+15,331
72
$285K 0.03%
16,195
+1,880
73
$267K 0.03%
+4,255
74
$262K 0.03%
+11,298
75
$260K 0.03%
8,940
+315
1 2
3
4