ACM

Alta Capital Management Portfolio holdings

AUM $1.5B
1-Year Est. Return 21.21%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.21%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$740M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
80
New
Increased
Reduced
Closed

Top Buys

1
+$37.3M
2
+$28.9M
3
+$25.8M
4
PEP icon
PepsiCo
PEP
+$24.9M
5
V icon
Visa
V
+$24M

Top Sells

No sells this quarter

Sector Composition

1 Technology 15.69%
2 Healthcare 15.03%
3 Financials 14.01%
4 Industrials 13.31%
5 Consumer Discretionary 13.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$203K 0.03%
+2,648
77
$153K 0.02%
+11,555
78
$130K 0.02%
+16,690
79
$115K 0.02%
+4,708
1 2 3
4