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
$1.61B
AUM Growth
+$20.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
85
New
Increased
Reduced
Closed

Top Buys

1
+$30.9M
2
+$17.5M
3
+$17.2M
4
MIDD icon
Middleby
MIDD
+$6.21M
5
CVS icon
CVS Health
CVS
+$3.66M

Top Sells

1
+$42.1M
2
+$11.2M
3
+$4.89M
4
CBRL icon
Cracker Barrel
CBRL
+$3.93M
5
BR icon
Broadridge
BR
+$2.45M

Sector Composition

1 Technology 21.1%
2 Consumer Discretionary 15.53%
3 Financials 14.74%
4 Healthcare 11.53%
5 Industrials 10.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$108K 0.01%
+10,450
77
– –
-50,938
78
– –
-1,335
79
– –
-18,326
80
– –
-587,844
81
– –
-1,603
82
– –
-23,430
83
– –
-100,327
1 2 3
4