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
$1.55B
AUM Growth
+$160M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
97
New
Increased
Reduced
Closed

Top Buys

1
+$9.22M
2
+$8.27M
3
+$2.82M
4
WMT icon
Walmart
WMT
+$1.58M
5
LLY icon
Eli Lilly
LLY
+$1.46M

Top Sells

1
+$9.98M
2
+$5.67M
3
+$5.61M
4
BR icon
Broadridge
BR
+$5.2M
5
PYPL icon
PayPal
PYPL
+$3.74M

Sector Composition

1 Technology 36.15%
2 Consumer Discretionary 16.51%
3 Financials 13.18%
4 Healthcare 11.16%
5 Communication Services 10.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.99M 0.19%
12,348
-3,220
52
$2.95M 0.19%
175,511
-16,360
53
$2.64M 0.17%
5,816
+2,030
54
$2.51M 0.16%
14,752
+585
55
$2.48M 0.16%
31,401
+512
56
$2.43M 0.16%
15,478
+143
57
$2.26M 0.15%
26,906
+623
58
$2.18M 0.14%
17,062
-6,766
59
$2.09M 0.13%
8,507
+277
60
$1.58M 0.1%
+30,000
61
$1.46M 0.09%
+2,500
62
$1.45M 0.09%
33,078
+207
63
$1.4M 0.09%
+7,825
64
$1.32M 0.09%
3,724
-32
65
$1.29M 0.08%
4,953
-70
66
$1.18M 0.08%
+20,000
67
$1.08M 0.07%
7,208
+1,882
68
$876K 0.06%
6,170
69
$588K 0.04%
12,863
+41
70
$559K 0.04%
3,610
71
$550K 0.04%
+5,000
72
$543K 0.04%
1
73
$458K 0.03%
1,111
+1
74
$449K 0.03%
917
-475
75
$433K 0.03%
+31,211
1 2
3
4