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
$1.03B
AUM Growth
+$58.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
106
New
Increased
Reduced
Closed

Top Buys

1
+$20.8M
2
+$3.5M
3
+$3.39M
4
GILD icon
Gilead Sciences
GILD
+$2.99M
5
AAPL icon
Apple
AAPL
+$2.26M

Top Sells

1
+$10.7M
2
+$7.74M
3
+$2.89M
4
NOV icon
NOV
NOV
+$2.51M
5
DE icon
Deere & Co
DE
+$1.44M

Sector Composition

1 Healthcare 19.11%
2 Technology 16.66%
3 Financials 15.04%
4 Industrials 13.22%
5 Consumer Discretionary 12.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$129K 0.01%
30,540
+11,380
102
– –
-8,673
103
– –
-2,856
104
– –
-10,950
1 2 3 4
5