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
$1.59B
AUM Growth
-$30.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
94
New
Increased
Reduced
Closed

Top Buys

1
+$26.4M
2
+$15.7M
3
+$13.6M
4
UNH icon
UnitedHealth
UNH
+$9.89M
5
AAPL icon
Apple
AAPL
+$6.75M

Top Sells

1
+$27.5M
2
+$21.3M
3
+$18.5M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$15.1M
5
ZBRA icon
Zebra Technologies
ZBRA
+$11.7M

Sector Composition

1 Technology 37.26%
2 Consumer Discretionary 18.83%
3 Healthcare 12.05%
4 Financials 11.04%
5 Communication Services 9.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$360K 0.02%
18,142
77
$357K 0.02%
1,500
78
$333K 0.02%
1,915
-749
79
$311K 0.02%
4,000
80
$305K 0.02%
6,425
+23
81
$277K 0.02%
1,263
-272
82
$247K 0.02%
1,022
+5
83
$244K 0.02%
652
+1
84
$241K 0.02%
624
-73
85
$224K 0.01%
136
-9
86
$205K 0.01%
+3,186
87
– –
-224,997
88
– –
-1,488
89
– –
-5,818
1 2 3
4