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
$1.03B
AUM Growth
+$58.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
106
New
Increased
Reduced
Closed

Top Buys

1
+$20.8M
2
+$3.5M
3
+$3.39M
4
GILD icon
Gilead Sciences
GILD
+$2.99M
5
AAPL icon
Apple
AAPL
+$2.26M

Top Sells

1
+$10.7M
2
+$7.74M
3
+$2.89M
4
NOV icon
NOV
NOV
+$2.51M
5
DE icon
Deere & Co
DE
+$1.44M

Sector Composition

1 Healthcare 19.11%
2 Technology 16.66%
3 Financials 15.04%
4 Industrials 13.22%
5 Consumer Discretionary 12.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.46M 0.14%
28,307
-201
52
$1.44M 0.14%
13,643
+136
53
$1.43M 0.14%
30,042
+1,594
54
$1.24M 0.12%
16,166
-106
55
$1.18M 0.11%
17,938
+565
56
$1.15M 0.11%
29,622
+1,737
57
$1.05M 0.1%
39,611
+1,947
58
$1.04M 0.1%
228,648
-5,080
59
$1.02M 0.1%
14,311
+831
60
$994K 0.1%
10,144
+684
61
$962K 0.09%
13,178
+523
62
$803K 0.08%
+85
63
$802K 0.08%
8,253
+578
64
$748K 0.07%
12,330
-47,580
65
$644K 0.06%
6,603
+132
66
$637K 0.06%
9,130
+5,600
67
$581K 0.06%
11,931
-218,708
68
$493K 0.05%
7,026
-35,757
69
$483K 0.05%
1,582
70
$460K 0.04%
3,870
+55
71
$377K 0.04%
3,062
72
$369K 0.04%
21,475
73
$311K 0.03%
2,480
+659
74
$305K 0.03%
128
+2
75
$293K 0.03%
8,873
-333
1 2
3
4 5