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
$1.53B
AUM Growth
+$87.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
104
New
Increased
Reduced
Closed

Top Buys

1
+$19.1M
2
+$14.6M
3
+$12.1M
4
USFD icon
US Foods
USFD
+$9.66M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$5.08M

Top Sells

1
+$30.8M
2
+$22.5M
3
+$16.2M
4
EXPE icon
Expedia Group
EXPE
+$3.35M
5
MIDD icon
Middleby
MIDD
+$2.72M

Sector Composition

1 Technology 20.58%
2 Consumer Discretionary 18.21%
3 Financials 15.32%
4 Communication Services 14.96%
5 Healthcare 12.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.96M 0.13%
16,305
+914
52
$1.93M 0.13%
10,763
+98
53
$1.92M 0.13%
9,727
+450
54
$1.87M 0.12%
15,994
-1,055
55
$1.87M 0.12%
23,579
+1,478
56
$1.71M 0.11%
18,398
+933
57
$1.67M 0.11%
18,100
-3,300
58
$1.54M 0.1%
16,708
+783
59
$1.48M 0.1%
10,728
+537
60
$1.45M 0.09%
11,286
+440
61
$1.05M 0.07%
19,880
-5,307
62
$1.02M 0.07%
3,148
+310
63
$980K 0.06%
16,623
-381,460
64
$796K 0.05%
27,500
65
$619K 0.04%
3,210
-2,575
66
$595K 0.04%
6,775
-7,250
67
$496K 0.03%
7,420
-8,360
68
$472K 0.03%
1,962
69
$403K 0.03%
4,562
70
$402K 0.03%
+1,245
71
$381K 0.02%
1,284
72
$376K 0.02%
+3,072
73
$313K 0.02%
+7,050
74
$289K 0.02%
4,445
-75
75
$279K 0.02%
1,958
-225
1 2
3
4 5