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
$1.08B
AUM Growth
-$6.63M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
105
New
Increased
Reduced
Closed

Top Buys

1 +$12.5M
2 +$9.16M
3 +$4.44M
4
RTX icon
RTX Corp
RTX
+$2.36M
5
TJX icon
TJX Companies
TJX
+$1.05M

Top Sells

1 +$28.1M
2 +$17.6M
3 +$1.78M
4
SDRL
Seadrill Limited Common Stock
SDRL
+$1.05M
5
AAP icon
Advance Auto Parts
AAP
+$757K

Sector Composition

1 Healthcare 17.55%
2 Technology 17.45%
3 Consumer Discretionary 15.09%
4 Financials 15.04%
5 Industrials 14.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
-98
102
-17,074