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
$1.68B
AUM Growth
+$91.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
99
New
Increased
Reduced
Closed

Top Buys

1
+$29.2M
2
+$19.1M
3
+$18.4M
4
KNSL icon
Kinsale Capital Group
KNSL
+$13.8M
5
AMZN icon
Amazon
AMZN
+$13.5M

Top Sells

1
+$31.6M
2
+$20.7M
3
+$20M
4
ZBRA icon
Zebra Technologies
ZBRA
+$16.5M
5
CPAY icon
Corpay
CPAY
+$13M

Sector Composition

1 Technology 35.25%
2 Consumer Discretionary 19.88%
3 Healthcare 13.13%
4 Financials 12.28%
5 Communication Services 7.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$315K 0.02%
4,480
-1,690
77
$281K 0.02%
1,158
-105
78
$272K 0.02%
652
79
$272K 0.02%
1,056
-8,315
80
$265K 0.02%
129
-7
81
$255K 0.02%
1,024
+2
82
$253K 0.02%
650
+26
83
$247K 0.01%
1,425
-490
84
$222K 0.01%
+1,780
85
$221K 0.01%
5,643
-782
86
$210K 0.01%
+1,502
87
$204K 0.01%
+1,919
88
$201K 0.01%
2,372
-236,127
89
$67.2K ﹤0.01%
+11,119
90
– –
-3,186
91
– –
-18,142
92
– –
-10,000
93
– –
-5,000
94
– –
-31,211
95
– –
-110,595
96
– –
-48,771
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4