ACM

Alta Capital Management Portfolio holdings

AUM $1.8B
1-Year Est. Return 21.95%
This Quarter Est. Return
1 Year Est. Return
+21.95%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.54B
AUM Growth
-$137M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
97
New
Increased
Reduced
Closed

Top Buys

1
+$24.2M
2
+$14.2M
3
+$11.9M
4
WM icon
Waste Management
WM
+$8.58M
5
META icon
Meta Platforms (Facebook)
META
+$7.66M

Top Sells

1
+$24.4M
2
+$21.7M
3
+$14.1M
4
ZBRA icon
Zebra Technologies
ZBRA
+$12.1M
5
POOL icon
Pool Corp
POOL
+$9.69M

Sector Composition

1 Technology 37.66%
2 Consumer Discretionary 20.47%
3 Financials 12.67%
4 Healthcare 10.37%
5 Industrials 7.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$4.31M 0.28%
29,009
+1,907
52
$3.76M 0.24%
26,898
+9,571
53
$3.66M 0.24%
61,049
+3,833
54
$3.64M 0.24%
7,932
+788
55
$3.59M 0.23%
8,046
+958
56
$3.52M 0.23%
19,581
+1,790
57
$3.38M 0.22%
55,715
+4,910
58
$3.31M 0.22%
22,092
+2,575
59
$3.12M 0.2%
20,000
-3,000
60
$2.88M 0.19%
9,426
+841
61
$2.87M 0.19%
73,988
+29,210
62
$1.2M 0.08%
9,712
+30
63
$1.14M 0.07%
22,835
-1,104
64
$883K 0.06%
13,046
+33
65
$878K 0.06%
10,000
66
$855K 0.06%
1,035
+21
67
$798K 0.05%
1
68
$678K 0.04%
3,235
69
$587K 0.04%
3,440
-200
70
$528K 0.03%
2,547
-764
71
$499K 0.03%
10,119
+42
72
$392K 0.03%
4,000
73
$380K 0.02%
1,500
74
$365K 0.02%
16,000
75
$307K 0.02%
653
1 2
3
4