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
-$3.24M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
101
New
Increased
Reduced
Closed

Top Buys

1
+$31.8M
2
+$24.2M
3
+$12.4M
4
NVDA icon
NVIDIA
NVDA
+$11.9M
5
AVGO icon
Broadcom
AVGO
+$7.8M

Top Sells

1
+$44.7M
2
+$18.7M
3
+$12.4M
4
TTWO icon
Take-Two Interactive
TTWO
+$10.5M
5
LOW icon
Lowe's Companies
LOW
+$8.29M

Sector Composition

1 Technology 38.97%
2 Consumer Discretionary 20.49%
3 Financials 11.83%
4 Healthcare 9.5%
5 Communication Services 8.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$3.75M 0.22%
20,438
+1,220
52
$3.57M 0.21%
37,999
+3,262
53
$3.44M 0.21%
7,088
+2,194
54
$3.34M 0.2%
17,791
+1,752
55
$3M 0.18%
7,144
+1,214
56
$2.99M 0.18%
57,216
+3,855
57
$2.97M 0.18%
+50,805
58
$2.97M 0.18%
19,517
+2,122
59
$2.89M 0.17%
17,327
+5,298
60
$2.51M 0.15%
+8,585
61
$1.86M 0.11%
3,170
-14
62
$1.61M 0.1%
44,778
+3,446
63
$1.3M 0.08%
23,939
+136
64
$1.1M 0.07%
9,682
+26
65
$904K 0.05%
10,000
66
$796K 0.05%
13,013
+36
67
$783K 0.05%
1,014
+14
68
$681K 0.04%
1
69
$644K 0.04%
3,640
70
$609K 0.04%
3,311
-57,067
71
$575K 0.03%
3,235
72
$566K 0.03%
5,000
73
$538K 0.03%
1,528
-2,463
74
$503K 0.03%
2,494
+94
75
$498K 0.03%
+10,077
1 2
3
4