ACM
Alta Capital Management Portfolio holdings
AUM
$1.76B
1-Year Return
18.4%
This Quarter Return
+0.59%
1 Year Return
+18.4%
3 Year Return
+86.46%
5 Year Return
+122.11%
10 Year Return
+286.18%
AUM
$1.08B
AUM Growth
-$6.63M
(-0.61%)
Cap. Flow
-$14.7M
Cap. Flow
% of AUM
-1.36%
Top 10 Holdings %
Top 10 Hldgs %
36.72%
Holding
105
New
1
Increased
55
Reduced
41
Closed
3
Top Buys
| 1 |
PCP
PRECISION CASTPARTS CORP
PCP
|
$12.5M |
| 2 |
Starbucks
SBUX
|
$9.16M |
| 3 |
Dollar Tree
DLTR
|
$4.44M |
| 4 |
RTX Corp
RTX
|
$2.36M |
| 5 |
TJX Companies
TJX
|
$1.05M |
Top Sells
| 1 |
THI
TIM HORTONS INC COM, CANADA
THI
|
$28.1M |
| 2 |
TUP
Tupperware Brands Corporation
TUP
|
$17.6M |
| 3 |
Apple
AAPL
|
$1.78M |
| 4 |
SDRL
Seadrill Limited Common Stock
SDRL
|
$1.05M |
| 5 |
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% |