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
$740M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
80
New
Increased
Reduced
Closed

Top Buys

1 +$34.4M
2 +$27.9M
3 +$26.9M
4
LKQ icon
LKQ Corp
LKQ
+$25.2M
5
V icon
Visa
V
+$25.1M

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