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
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80
$336K 0.02%
4,480
81
$288K 0.02%
1,456
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82
$287K 0.02%
1,027
+3
83
$284K 0.02%
654
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$283K 0.02%
2,246
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85
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5,795
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86
$277K 0.02%
653
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88
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+3
90
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91
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92
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93
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94
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95
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96
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97
-169,090
98
-1,780