ACM

Alta Capital Management Portfolio holdings

AUM $1.8B
1-Year Est. Return 21.95%
This Quarter Est. Return
1 Year Est. Return
+21.95%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.54B
AUM Growth
-$137M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
97
New
Increased
Reduced
Closed

Top Buys

1
+$24.2M
2
+$14.2M
3
+$11.9M
4
WM icon
Waste Management
WM
+$8.58M
5
META icon
Meta Platforms (Facebook)
META
+$7.66M

Top Sells

1
+$24.4M
2
+$21.7M
3
+$14.1M
4
ZBRA icon
Zebra Technologies
ZBRA
+$12.1M
5
POOL icon
Pool Corp
POOL
+$9.69M

Sector Composition

1 Technology 37.66%
2 Consumer Discretionary 20.47%
3 Financials 12.67%
4 Healthcare 10.37%
5 Industrials 7.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$301K 0.02%
4,010
-470
77
$275K 0.02%
881
-647
78
$270K 0.02%
5,190
-605
79
$269K 0.02%
735
+81
80
$261K 0.02%
1,968
-1,638
81
$257K 0.02%
1,134
-91
82
$255K 0.02%
5,394
+764
83
$245K 0.02%
1,029
+2
84
$239K 0.02%
1,516
+7
85
$224K 0.01%
+643
86
$211K 0.01%
1,270
-186
87
$62.1K ﹤0.01%
+11,285
88
– –
-31,449
89
– –
-2,246
90
– –
-500
91
– –
-1,059
92
– –
-8,709
93
– –
-28,417
94
– –
-1,143
95
– –
-5,000
1 2 3
4