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
$1.59B
AUM Growth
+$39.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
87
New
Increased
Reduced
Closed

Top Buys

1 +$21.1M
2 +$16.8M
3 +$7.75M
4
BKNG icon
Booking.com
BKNG
+$7.56M
5
CVS icon
CVS Health
CVS
+$5.97M

Top Sells

1 +$33.1M
2 +$16.3M
3 +$15.9M
4
PSX icon
Phillips 66
PSX
+$14.7M
5
CASY icon
Casey's General Stores
CASY
+$6.35M

Sector Composition

1 Technology 18.88%
2 Consumer Discretionary 15.41%
3 Financials 13.94%
4 Industrials 13.1%
5 Healthcare 12.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
-3,298
77
-5,556
78
-7,847
79
-3,980
80
-1,202
81
-2,364
82
-1,253,870
83
-3,576
84
-2,021
85
-161,377