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
$1.62B
AUM Growth
+$381M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
116
New
Increased
Reduced
Closed

Top Buys

1
+$40.5M
2
+$23.4M
3
+$18.8M
4
BKNG icon
Booking.com
BKNG
+$17.5M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$17.4M

Top Sells

1
+$16.3M
2
+$13.4M
3
+$5.57M
4
COP icon
ConocoPhillips
COP
+$1.98M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$1.4M

Sector Composition

1 Consumer Discretionary 16.61%
2 Healthcare 16.46%
3 Industrials 16.08%
4 Technology 14.15%
5 Financials 13.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$392K 0.02%
3,832
77
$369K 0.02%
3,922
78
$368K 0.02%
3,711
+540
79
$365K 0.02%
5,307
80
$365K 0.02%
3,470
81
$345K 0.02%
4,681
82
$330K 0.02%
5,223
83
$327K 0.02%
3,980
84
$326K 0.02%
4,592
85
$323K 0.02%
5,056
-49
86
$322K 0.02%
1,764
87
$321K 0.02%
5,591
88
$316K 0.02%
2,375
89
$307K 0.02%
2,423
+200
90
$305K 0.02%
4,212
91
$298K 0.02%
5,046
-450
92
$298K 0.02%
+7,690
93
$293K 0.02%
2,716
+509
94
$293K 0.02%
2,779
95
$292K 0.02%
4,792
96
$259K 0.02%
6,731
97
$245K 0.02%
5,028
98
$241K 0.01%
5,484
-465
99
$228K 0.01%
8,113
100
$223K 0.01%
+2,018
1 2 3
4
5