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
$1.18B
AUM Growth
-$22.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
104
New
Increased
Reduced
Closed

Top Buys

1 +$27.7M
2 +$19.4M
3 +$4.42M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$2.86M
5
GILD icon
Gilead Sciences
GILD
+$1.16M

Top Sells

1 +$24.7M
2 +$19.4M
3 +$17.4M
4
AAPL icon
Apple
AAPL
+$7.22M
5
QCOM icon
Qualcomm
QCOM
+$7.18M

Sector Composition

1 Healthcare 18.32%
2 Industrials 17.63%
3 Technology 15.86%
4 Financials 14.73%
5 Consumer Discretionary 13.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
-5,100