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
$2.32B
AUM Growth
+$782M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
99
New
Increased
Reduced
Closed

Top Buys

1
+$76.5M
2
+$65.1M
3
+$62.9M
4
META icon
Meta Platforms (Facebook)
META
+$62.8M
5
STE icon
Steris
STE
+$62.3M

Top Sells

1
+$25.8M
2
+$15.7M
3
+$10.9M
4
LFUS icon
Littelfuse
LFUS
+$9.93M
5
DLTR icon
Dollar Tree
DLTR
+$3.33M

Sector Composition

1 Technology 22.88%
2 Consumer Discretionary 17.04%
3 Healthcare 16.23%
4 Communication Services 16.13%
5 Financials 14.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.77M 0.12%
29,666
+13,672
52
$2.69M 0.12%
43,727
+20,148
53
$2.66M 0.12%
30,225
+13,517
54
$2.58M 0.11%
+64,386
55
$2.46M 0.11%
19,257
+8,529
56
$2.43M 0.11%
32,196
+13,798
57
$2.27M 0.1%
31,345
+15,040
58
$2.19M 0.09%
20,701
+9,415
59
$1.97M 0.08%
+57,206
60
$1.92M 0.08%
39,760
+19,880
61
$1.55M 0.07%
10,423
+7,275
62
$1.33M 0.06%
55,000
+27,500
63
$1.27M 0.05%
27,752
+11,129
64
$1M 0.04%
6,420
+3,210
65
$942K 0.04%
7,944
+4,872
66
$872K 0.04%
13,270
+6,495
67
$862K 0.04%
14,840
+7,420
68
$812K 0.04%
2,568
+1,284
69
$795K 0.03%
3,924
+1,962
70
$785K 0.03%
4,294
-85,848
71
$689K 0.03%
9,050
+4,488
72
$592K 0.03%
5,890
-108,623
73
$544K 0.02%
2
-10
74
$490K 0.02%
2,522
+1,410
75
$479K 0.02%
11,240
+5,818
1 2
3
4