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
$1.36B
AUM Growth
+$53M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
95
New
Increased
Reduced
Closed

Top Buys

1
+$23.3M
2
+$10.4M
3
+$6.24M
4
VZ icon
Verizon
VZ
+$3.4M
5
TTWO icon
Take-Two Interactive
TTWO
+$1.66M

Top Sells

1
+$20.3M
2
+$19.4M
3
+$14.2M
4
MTCH icon
Match Group
MTCH
+$13.8M
5
NVDA icon
NVIDIA
NVDA
+$7.26M

Sector Composition

1 Technology 35.77%
2 Consumer Discretionary 14.55%
3 Financials 14.41%
4 Communication Services 13.31%
5 Healthcare 11.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$308K 0.02%
3,100
-265
77
$306K 0.02%
2,997
-424
78
$248K 0.02%
1,500
79
$241K 0.02%
1,239
-43
80
$233K 0.02%
3,960
-316,934
81
$213K 0.02%
12,185
+2,040
82
$208K 0.02%
6,226
83
$206K 0.02%
500
84
– –
-1,085
85
– –
-72,888
86
– –
-1,075
87
– –
-1,309
88
– –
-1,648
89
– –
-6,385
90
– –
-2,145
1 2 3
4