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
$1.18B
AUM Growth
-$22.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
104
New
Increased
Reduced
Closed

Top Buys

1
+$27.7M
2
+$19.4M
3
+$4.42M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$2.86M
5
GILD icon
Gilead Sciences
GILD
+$1.16M

Top Sells

1
+$24.7M
2
+$19.4M
3
+$17.4M
4
AAPL icon
Apple
AAPL
+$7.22M
5
QCOM icon
Qualcomm
QCOM
+$7.18M

Sector Composition

1 Healthcare 18.32%
2 Industrials 17.63%
3 Technology 15.86%
4 Financials 14.73%
5 Consumer Discretionary 13.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.81M 0.15%
30,938
+1,616
52
$1.75M 0.15%
11,519
+130
53
$1.7M 0.14%
19,411
+776
54
$1.64M 0.14%
15,289
+577
55
$1.52M 0.13%
19,371
+851
56
$1.32M 0.11%
26,764
+896
57
$1.32M 0.11%
21,921
+1,304
58
$1.31M 0.11%
22,723
+1,469
59
$1.3M 0.11%
13,333
+800
60
$1.24M 0.11%
50,176
+313
61
$1.19M 0.1%
10,774
+749
62
$1.06M 0.09%
9,204
63
$1.04M 0.09%
17,466
+1,238
64
$854K 0.07%
105,298
65
$642K 0.05%
8,320
-280
66
$489K 0.04%
3,062
67
$472K 0.04%
4,501
-394
68
$420K 0.04%
4,949
-1,062
69
$294K 0.03%
1,960
-500
70
$271K 0.02%
6,450
+2
71
$261K 0.02%
3,192
-426
72
$251K 0.02%
6,214
+373
73
$251K 0.02%
16,620
+2,980
74
$241K 0.02%
9,031
-125
75
$229K 0.02%
+4,583
1 2
3
4 5