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
$1.48B
AUM Growth
-$14.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
91
New
Increased
Reduced
Closed

Top Buys

1
+$14.7M
2
+$10.2M
3
+$6.13M
4
WFC icon
Wells Fargo
WFC
+$5.35M
5
META icon
Meta Platforms (Facebook)
META
+$5.07M

Top Sells

1
+$15.4M
2
+$11.7M
3
+$9.3M
4
MNRO icon
Monro
MNRO
+$9.14M
5
AAPL icon
Apple
AAPL
+$7.94M

Sector Composition

1 Consumer Discretionary 16.04%
2 Healthcare 15.71%
3 Technology 15.57%
4 Financials 15.24%
5 Industrials 12.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.32M 0.09%
26,367
-12,097
52
$1.16M 0.08%
21,509
+455
53
$1.04M 0.07%
19,535
+1,284
54
$915K 0.06%
20,140
-740
55
$836K 0.06%
17,280
-1,300
56
$581K 0.04%
13,220
-1,382
57
$559K 0.04%
+15,829
58
$533K 0.04%
3,096
59
$516K 0.03%
4,947
-47
60
$510K 0.03%
1,880
+15
61
$420K 0.03%
7,847
62
$413K 0.03%
3,191
-223
63
$346K 0.02%
3,980
64
$342K 0.02%
1,734
65
$332K 0.02%
4,261
-1,046
66
$332K 0.02%
2,364
67
$330K 0.02%
2,835
-132,473
68
$330K 0.02%
3,298
-555
69
$327K 0.02%
5,556
-1,352
70
$302K 0.02%
3,149
71
$290K 0.02%
4,640
-190
72
$283K 0.02%
1,847
73
$278K 0.02%
1,202
74
$275K 0.02%
3,576
75
$273K 0.02%
2,576
+629
1 2
3
4