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
$1.46B
AUM Growth
+$97.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
90
New
Increased
Reduced
Closed

Top Buys

1
+$19.9M
2
+$7.04M
3
+$6.28M
4
ADBE icon
Adobe
ADBE
+$3.55M
5
POOL icon
Pool Corp
POOL
+$2.33M

Top Sells

1
+$9.28M
2
+$8.81M
3
+$8.38M
4
AAPL icon
Apple
AAPL
+$4.8M
5
CPRT icon
Copart
CPRT
+$4.07M

Sector Composition

1 Technology 36.79%
2 Consumer Discretionary 14.44%
3 Financials 14.01%
4 Communication Services 12.68%
5 Healthcare 11.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$316K 0.02%
267
-43
77
$280K 0.02%
1,500
78
$263K 0.02%
650
+150
79
$260K 0.02%
3,114
+117
80
$217K 0.01%
3,113
81
$203K 0.01%
+1,466
82
$203K 0.01%
+4,200
83
$201K 0.01%
1,095
-144
84
$196K 0.01%
12,185
85
– –
-3,960
1 2 3
4