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
$1.2B
AUM Growth
+$119M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
113
New
Increased
Reduced
Closed

Top Buys

1
+$4.41M
2
+$4.28M
3
+$3.42M
4
ECL icon
Ecolab
ECL
+$3.33M
5
PSX icon
Phillips 66
PSX
+$3.14M

Top Sells

1
+$3.08M
2
+$1.19M
3
+$924K
4
DE icon
Deere & Co
DE
+$408K
5
AAPL icon
Apple
AAPL
+$379K

Sector Composition

1 Healthcare 17.38%
2 Technology 17.37%
3 Financials 15.71%
4 Consumer Discretionary 15.63%
5 Industrials 14.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$272K 0.02%
+6,448
77
$251K 0.02%
15,524
+4
78
$247K 0.02%
2,359
+1
79
$246K 0.02%
5,841
-28,186
80
$244K 0.02%
5,100
-3,070
81
$241K 0.02%
+11,149
82
$238K 0.02%
+3,175
83
$230K 0.02%
+15,961
84
$225K 0.02%
16,140
85
$214K 0.02%
17,200
-450
86
$210K 0.02%
11,020
-302
87
$209K 0.02%
3,232
+1
88
$209K 0.02%
+17,395
89
$207K 0.02%
11,578
-7,548
90
$205K 0.02%
+5,728
91
$204K 0.02%
10,815
+4
92
$203K 0.02%
10,140
-620
93
$187K 0.02%
1,349
-23
94
$172K 0.01%
13,640
95
$159K 0.01%
14,820
-1,375
96
$154K 0.01%
21,300
-700
97
$113K 0.01%
12,355
-270
98
– –
-319
99
– –
-1,968
100
– –
-236,168
1 2 3
4
5