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
$1.09B
AUM Growth
+$52.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
113
New
Increased
Reduced
Closed

Top Buys

1
+$24.7M
2
+$22.8M
3
+$4.1M
4
TJX icon
TJX Companies
TJX
+$1.29M
5
BKNG icon
Booking.com
BKNG
+$1.2M

Top Sells

1
+$19.4M
2
+$17.5M
3
+$10.6M
4
DUK icon
Duke Energy
DUK
+$1.02M
5
NOV icon
NOV
NOV
+$493K

Sector Composition

1 Technology 17.29%
2 Healthcare 16.74%
3 Financials 14.91%
4 Consumer Discretionary 14.07%
5 Industrials 13.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$151K 0.01%
+10,110
102
– –
-14,311
103
– –
-7,026
104
– –
-17,153
105
– –
-9,140
106
– –
-30,540
107
– –
-20,105
108
– –
-10,447
109
– –
-19,005
110
– –
-8,050
1 2 3 4
5