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
-$3.24M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
101
New
Increased
Reduced
Closed

Top Buys

1
+$31.8M
2
+$24.2M
3
+$12.4M
4
NVDA icon
NVIDIA
NVDA
+$11.9M
5
AVGO icon
Broadcom
AVGO
+$7.8M

Top Sells

1
+$44.7M
2
+$18.7M
3
+$12.4M
4
TTWO icon
Take-Two Interactive
TTWO
+$10.5M
5
LOW icon
Lowe's Companies
LOW
+$8.29M

Sector Composition

1 Technology 38.97%
2 Consumer Discretionary 20.49%
3 Financials 11.83%
4 Healthcare 9.5%
5 Communication Services 8.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$417K 0.02%
3,606
-1,541
77
$365K 0.02%
4,000
78
$351K 0.02%
1,500
79
$348K 0.02%
16,000
-631
80
$336K 0.02%
4,480
81
$288K 0.02%
1,456
+31
82
$287K 0.02%
1,027
+3
83
$284K 0.02%
654
+4
84
$283K 0.02%
2,246
-20,781
85
$279K 0.02%
5,795
-1,258
86
$277K 0.02%
653
+1
87
$252K 0.02%
1,225
+67
88
$240K 0.01%
1,143
-88,977
89
$234K 0.01%
1,059
+3
90
$205K 0.01%
+4,630
91
$203K 0.01%
1,509
+7
92
$202K 0.01%
+500
93
– –
-1,919
94
– –
-2,372
95
– –
-5,643
96
– –
-11,119
97
– –
-169,090
98
– –
-1,780
1 2 3
4