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
$1.18B
AUM Growth
-$22.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
104
New
Increased
Reduced
Closed

Top Buys

1 +$27.7M
2 +$19.4M
3 +$4.42M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$2.86M
5
GILD icon
Gilead Sciences
GILD
+$1.16M

Top Sells

1 +$24.7M
2 +$19.4M
3 +$17.4M
4
AAPL icon
Apple
AAPL
+$7.22M
5
QCOM icon
Qualcomm
QCOM
+$7.18M

Sector Composition

1 Healthcare 18.32%
2 Industrials 17.63%
3 Technology 15.86%
4 Financials 14.73%
5 Consumer Discretionary 13.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
$224K 0.02%
12,701
-2,823
77
$213K 0.02%
9,319
-1,830
78
$212K 0.02%
13,310
-2,395
79
$209K 0.02%
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-517
80
$190K 0.02%
13,324
-2,637
81
$186K 0.02%
+11,720
82
$179K 0.02%
14,595
-2,800
83
$175K 0.01%
14,820
-2,380
84
$171K 0.01%
13,170
-2,970
85
$164K 0.01%
10,689
-889
86
$133K 0.01%
12,140
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87
$133K 0.01%
1,158
-191
88
$124K 0.01%
+10,847
89
$104K 0.01%
19,392
-1,908
90
-12,610
91
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92
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93
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94
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95
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96
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97
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98
-10,815
99
-5,728
100
-16,686