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
$1.59B
AUM Growth
-$30.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
94
New
Increased
Reduced
Closed

Top Buys

1
+$26.4M
2
+$15.7M
3
+$13.6M
4
UNH icon
UnitedHealth
UNH
+$9.89M
5
AAPL icon
Apple
AAPL
+$6.75M

Top Sells

1
+$27.5M
2
+$21.3M
3
+$18.5M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$15.1M
5
ZBRA icon
Zebra Technologies
ZBRA
+$11.7M

Sector Composition

1 Technology 37.26%
2 Consumer Discretionary 18.83%
3 Healthcare 12.05%
4 Financials 11.04%
5 Communication Services 9.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.97M 0.19%
21,688
+467
52
$2.94M 0.19%
11,551
+268
53
$2.9M 0.18%
17,555
+328
54
$2.83M 0.18%
18,410
+147
55
$2.77M 0.17%
12,245
+209
56
$2.63M 0.17%
33,532
+967
57
$2.41M 0.15%
9,371
-3,012
58
$1.62M 0.1%
8,323
+19
59
$1.62M 0.1%
3,209
60
$1.36M 0.09%
9,631
+24
61
$1.12M 0.07%
16,500
62
$1.07M 0.07%
5,000
63
$1.03M 0.06%
23,642
+174
64
$905K 0.06%
1,000
65
$666K 0.04%
3,658
-95
66
$659K 0.04%
6,170
67
$646K 0.04%
12,938
+37
68
$637K 0.04%
10,000
-5,000
69
$612K 0.04%
1
70
$575K 0.04%
1,114
+2
71
$555K 0.03%
3,235
-125
72
$520K 0.03%
5,000
73
$472K 0.03%
20,789
74
$454K 0.03%
31,211
75
$394K 0.02%
5,000
1 2
3
4