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
$1.68B
AUM Growth
+$91.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
99
New
Increased
Reduced
Closed

Top Buys

1
+$29.2M
2
+$19.1M
3
+$18.4M
4
KNSL icon
Kinsale Capital Group
KNSL
+$13.8M
5
AMZN icon
Amazon
AMZN
+$13.5M

Top Sells

1
+$31.6M
2
+$20.7M
3
+$20M
4
ZBRA icon
Zebra Technologies
ZBRA
+$16.5M
5
CPAY icon
Corpay
CPAY
+$13M

Sector Composition

1 Technology 35.25%
2 Consumer Discretionary 19.88%
3 Healthcare 13.13%
4 Financials 12.28%
5 Communication Services 7.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$3.14M 0.19%
23,027
+1,339
52
$3.08M 0.18%
12,499
+254
53
$2.96M 0.18%
17,395
-160
54
$2.86M 0.17%
4,894
-1,506
55
$2.72M 0.16%
+53,361
56
$2.55M 0.15%
5,930
+4,816
57
$2.05M 0.12%
+12,029
58
$1.82M 0.11%
3,184
-25
59
$1.48M 0.09%
+41,332
60
$1.41M 0.08%
3,991
-89,377
61
$1.27M 0.08%
9,656
+25
62
$1.12M 0.07%
23,803
+161
63
$886K 0.05%
1,000
64
$808K 0.05%
10,000
-6,500
65
$744K 0.04%
12,977
+39
66
$691K 0.04%
1
67
$639K 0.04%
3,235
68
$624K 0.04%
5,147
-171,182
69
$570K 0.03%
5,000
70
$553K 0.03%
3,640
-18
71
$498K 0.03%
2,400
-2,600
72
$390K 0.02%
4,000
73
$383K 0.02%
1,500
74
$372K 0.02%
16,631
-4,158
75
$318K 0.02%
+7,053
1 2
3
4