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
$1.46B
AUM Growth
+$97.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
90
New
Increased
Reduced
Closed

Top Buys

1
+$19.9M
2
+$7.04M
3
+$6.28M
4
ADBE icon
Adobe
ADBE
+$3.55M
5
POOL icon
Pool Corp
POOL
+$2.33M

Top Sells

1
+$9.28M
2
+$8.81M
3
+$8.38M
4
AAPL icon
Apple
AAPL
+$4.8M
5
CPRT icon
Copart
CPRT
+$4.07M

Sector Composition

1 Technology 36.79%
2 Consumer Discretionary 14.44%
3 Financials 14.01%
4 Communication Services 12.68%
5 Healthcare 11.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.7M 0.19%
24,167
-25
52
$2.62M 0.18%
14,146
-53
53
$2.31M 0.16%
26,171
+324
54
$2.13M 0.15%
30,780
+22
55
$1.93M 0.13%
12,960
+97
56
$1.74M 0.12%
8,522
-26
57
$1.72M 0.12%
3,740
+18
58
$1.27M 0.09%
2,872
+177
59
$1.12M 0.08%
5,323
60
$1.08M 0.07%
3,774
-344
61
$904K 0.06%
33,660
+12,913
62
$885K 0.06%
6,170
63
$788K 0.05%
5,007
+19
64
$683K 0.05%
5,650
65
$653K 0.04%
1,387
-14
66
$603K 0.04%
14,410
-92,136
67
$601K 0.04%
12,781
+37
68
$530K 0.04%
2,355
-497
69
$518K 0.04%
1
70
$486K 0.03%
3,610
71
$396K 0.03%
4,000
72
$374K 0.03%
1,108
+150
73
$349K 0.02%
3,455
-590
74
$338K 0.02%
5,988
+5
75
$321K 0.02%
3,100
1 2
3
4