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
$1.39B
AUM Growth
-$212M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
92
New
Increased
Reduced
Closed

Top Buys

1
+$24.5M
2
+$12.3M
3
+$4.88M
4
TSCO icon
Tractor Supply
TSCO
+$3.73M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$210K

Top Sells

1
+$16.8M
2
+$16.6M
3
+$14.9M
4
APH icon
Amphenol
APH
+$13.9M
5
UNP icon
Union Pacific
UNP
+$13.7M

Sector Composition

1 Consumer Discretionary 18.33%
2 Industrials 16.07%
3 Technology 13.93%
4 Financials 13.67%
5 Healthcare 13.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.59M 0.11%
13,947
+98
52
$1.55M 0.11%
48,220
-1,423
53
$1.48M 0.11%
38,584
-908
54
$1.45M 0.1%
21,393
-298
55
$1.29M 0.09%
10,579
-118
56
$1.24M 0.09%
21,194
-363
57
$1.09M 0.08%
21,756
-3,793
58
$1.05M 0.08%
10,084
+134
59
$986K 0.07%
20,492
+50
60
$975K 0.07%
17,936
+209
61
$842K 0.06%
21,840
-340
62
$647K 0.05%
17,280
63
$611K 0.04%
5,192
-95
64
$535K 0.04%
1,889
65
$534K 0.04%
3,531
-163
66
$484K 0.03%
3,312
-152
67
$384K 0.03%
5,307
68
$366K 0.03%
7,690
69
$351K 0.03%
6,908
70
$350K 0.03%
7,847
71
$346K 0.02%
3,840
-381
72
$334K 0.02%
3,980
73
$318K 0.02%
3,851
+2
74
$303K 0.02%
2,267
-98
75
$303K 0.02%
3,521
-500
1 2
3
4