ACM

Alta Capital Management Portfolio holdings

AUM $1.5B
1-Year Est. Return 21.21%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.21%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.2B
AUM Growth
+$119M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
113
New
Increased
Reduced
Closed

Top Buys

1
+$4.33M
2
+$4.16M
3
+$3.49M
4
PSX icon
Phillips 66
PSX
+$3.23M
5
TJX icon
TJX Companies
TJX
+$3.18M

Top Sells

1
+$3.12M
2
+$1.2M
3
+$924K
4
DE icon
Deere & Co
DE
+$398K
5
AAPL icon
Apple
AAPL
+$374K

Sector Composition

1 Healthcare 17.38%
2 Technology 17.37%
3 Financials 15.71%
4 Consumer Discretionary 15.63%
5 Industrials 14.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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102
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104
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105
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-8,585
106
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107
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-3,140
108
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-2,566
109
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-1,854
110
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-145
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5