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
$1.61B
AUM Growth
-$13.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
96
New
Increased
Reduced
Closed

Top Buys

1
+$10.5M
2
+$5.44M
3
+$2.05M
4
LOW icon
Lowe's Companies
LOW
+$1.86M
5
PSX icon
Phillips 66
PSX
+$670K

Top Sells

1
+$15.4M
2
+$12.7M
3
+$3.39M
4
DLTR icon
Dollar Tree
DLTR
+$3.29M
5
AAPL icon
Apple
AAPL
+$2.98M

Sector Composition

1 Industrials 16.75%
2 Consumer Discretionary 16.33%
3 Financials 14.39%
4 Technology 14.14%
5 Healthcare 13.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.52M 0.09%
49,643
-1,620
52
$1.34M 0.08%
21,691
+1,379
53
$1.29M 0.08%
21,557
+1,050
54
$1.23M 0.08%
10,697
+604
55
$1.15M 0.07%
9,950
+805
56
$1.11M 0.07%
25,549
-353,709
57
$1.1M 0.07%
20,442
+1,668
58
$1.03M 0.06%
106,626
59
$887K 0.06%
17,727
+2,040
60
$862K 0.05%
22,180
-160
61
$723K 0.05%
17,280
62
$591K 0.04%
1,889
-40,635
63
$577K 0.04%
3,464
-3
64
$544K 0.03%
5,287
+7
65
$524K 0.03%
3,694
-71
66
$473K 0.03%
3,688
67
$413K 0.03%
7,847
68
$397K 0.02%
5,307
-1,040
69
$368K 0.02%
4,221
70
$363K 0.02%
6,908
71
$357K 0.02%
3,980
72
$342K 0.02%
7,690
73
$313K 0.02%
2,651
74
$304K 0.02%
2,365
-52
75
$290K 0.02%
2,364
-684
1 2
3
4