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
$1.31B
AUM Growth
+$28.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
90
New
Increased
Reduced
Closed

Top Buys

1
+$22M
2
+$12.7M
3
+$11.9M
4
ADBE icon
Adobe
ADBE
+$10.3M
5
QSR icon
Restaurant Brands International
QSR
+$7.94M

Top Sells

1
+$39.4M
2
+$34.9M
3
+$5.86M
4
TJX icon
TJX Companies
TJX
+$5.02M
5
ADSK icon
Autodesk
ADSK
+$4.91M

Sector Composition

1 Technology 33.56%
2 Consumer Discretionary 16.4%
3 Financials 15.14%
4 Communication Services 12.86%
5 Healthcare 9.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$301K 0.02%
2,145
-97
77
$276K 0.02%
1,085
-25
78
$262K 0.02%
310
-104
79
$255K 0.02%
6,385
-1,697
80
$237K 0.02%
+1,075
81
$229K 0.02%
1,282
82
$218K 0.02%
1,500
83
$214K 0.02%
+500
84
$213K 0.02%
3,113
-780
85
$211K 0.02%
+1,648
86
$206K 0.02%
+5,226
87
$183K 0.01%
10,145
1 2 3
4