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
$1.03B
AUM Growth
+$58.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
106
New
Increased
Reduced
Closed

Top Buys

1
+$20.8M
2
+$3.5M
3
+$3.39M
4
GILD icon
Gilead Sciences
GILD
+$2.99M
5
AAPL icon
Apple
AAPL
+$2.26M

Top Sells

1
+$10.7M
2
+$7.74M
3
+$2.89M
4
NOV icon
NOV
NOV
+$2.51M
5
DE icon
Deere & Co
DE
+$1.44M

Sector Composition

1 Healthcare 19.11%
2 Technology 16.66%
3 Financials 15.04%
4 Industrials 13.22%
5 Consumer Discretionary 12.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$290K 0.03%
16,030
+5,575
77
$288K 0.03%
16,195
78
$284K 0.03%
+15,540
79
$272K 0.03%
9,140
+200
80
$256K 0.02%
264
+5
81
$253K 0.02%
15,824
+493
82
$247K 0.02%
+8,050
83
$246K 0.02%
9,550
-640
84
$241K 0.02%
10,447
+197
85
$234K 0.02%
11,515
+217
86
$231K 0.02%
3,305
-950
87
$222K 0.02%
10,663
+242
88
$221K 0.02%
17,153
+339
89
$218K 0.02%
+3,600
90
$214K 0.02%
+2,428
91
$212K 0.02%
1,580
+556
92
$211K 0.02%
20,105
+365
93
$205K 0.02%
2,775
94
$182K 0.02%
13,855
+405
95
$176K 0.02%
7,533
+1,158
96
$174K 0.02%
1,129
+101
97
$169K 0.02%
11,175
+195
98
$161K 0.02%
+14,600
99
$137K 0.01%
+19,005
100
$134K 0.01%
+10,680
1 2 3
4
5