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
$1.28B
AUM Growth
-$84.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
86
New
Increased
Reduced
Closed

Top Buys

1
+$16.9M
2
+$15.6M
3
+$8.2M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$2.06M
5
NVDA icon
NVIDIA
NVDA
+$2.06M

Top Sells

1
+$20.5M
2
+$10.7M
3
+$8.29M
4
V icon
Visa
V
+$5.47M
5
AAPL icon
Apple
AAPL
+$3.93M

Sector Composition

1 Technology 33.13%
2 Communication Services 17.86%
3 Financials 14.59%
4 Consumer Discretionary 14.28%
5 Healthcare 9.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.17M 0.17%
9,419
-1,899
52
$2.09M 0.16%
23,348
-244
53
$2.01M 0.16%
68,467
+3,331
54
$1.99M 0.16%
21,533
+66
55
$1.74M 0.14%
4,884
-1,085
56
$1.34M 0.1%
3,469
+14
57
$878K 0.07%
17,266
+46
58
$839K 0.07%
6,170
-53
59
$711K 0.06%
4,953
-389
60
$644K 0.05%
5,323
61
$615K 0.05%
1,535
-285
62
$554K 0.04%
12,673
+33
63
$532K 0.04%
3,970
64
$528K 0.04%
5,500
-540
65
$406K 0.03%
1
66
$354K 0.03%
3,465
67
$342K 0.03%
414
+8
68
$340K 0.03%
1,750
-97
69
$337K 0.03%
4,000
70
$324K 0.03%
6,861
-588
71
$269K 0.02%
2,242
-88,968
72
$257K 0.02%
8,082
-645,760
73
$247K 0.02%
1,110
-775
74
$231K 0.02%
3,370
+77
75
$230K 0.02%
2,882
-279
1 2
3
4