ACM

Alta Capital Management Portfolio holdings

AUM $1.5B
1-Year Est. Return 21.21%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.21%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.28B
AUM Growth
-$84.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
86
New
Increased
Reduced
Closed

Top Buys

1
+$18M
2
+$17.5M
3
+$9.17M
4
NVDA icon
NVIDIA
NVDA
+$2.69M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$2.39M

Top Sells

1
+$22.9M
2
+$12.5M
3
+$9.33M
4
V icon
Visa
V
+$6.27M
5
AAPL icon
Apple
AAPL
+$4.47M

Sector Composition

1 Technology 33.13%
2 Communication Services 17.86%
3 Financials 14.59%
4 Consumer Discretionary 14.28%
5 Healthcare 9.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$227K 0.02%
7,786
+192
77
$216K 0.02%
1,500
-40
78
$200K 0.02%
+1,282
79
$172K 0.01%
+10,145
80
– –
-10,274
81
– –
-7,512
82
– –
-13,104
83
– –
-6,206
84
– –
-30,359
1 2 3
4