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
$1.93B
AUM Growth
+$159M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
101
New
Increased
Reduced
Closed

Top Buys

1
+$47.8M
2
+$8.03M
3
+$6.99M
4
SMG icon
ScottsMiracle-Gro
SMG
+$1.86M
5
NSSC icon
Napco Security Technologies
NSSC
+$1.64M

Top Sells

1
+$58.9M
2
+$4.31M
3
+$2.42M
4
HD icon
Home Depot
HD
+$2.19M
5
INGR icon
Ingredion
INGR
+$1.99M

Sector Composition

1 Technology 30.57%
2 Communication Services 20.52%
3 Financials 13.78%
4 Consumer Discretionary 13.21%
5 Healthcare 12.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.74M 0.14%
37,862
+355
52
$2.65M 0.14%
52,697
+17,557
53
$2.58M 0.13%
15,056
+1,215
54
$2.56M 0.13%
8,756
+624
55
$2.55M 0.13%
16,127
+866
56
$2.31M 0.12%
124,561
+7,240
57
$2.13M 0.11%
21,964
+1,540
58
$1.86M 0.1%
+11,588
59
$1.68M 0.09%
4,736
+353
60
$1.4M 0.07%
6,958
+500
61
$1.15M 0.06%
2,786
-142,999
62
$1.08M 0.06%
17,143
-787
63
$1.04M 0.05%
7,394
-533
64
$810K 0.04%
5,600
65
$668K 0.03%
2,850
-255
66
$622K 0.03%
5,307
-180
67
$566K 0.03%
2,247
-101
68
$535K 0.03%
4,581
+81
69
$532K 0.03%
3,935
-240
70
$503K 0.03%
2,050
-98
71
$450K 0.02%
1
72
$446K 0.02%
331
+89
73
$428K 0.02%
4,450
74
$420K 0.02%
33,750
-5,000
75
$408K 0.02%
985
1 2
3
4