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
$1.45B
AUM Growth
-$345M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
105
New
Increased
Reduced
Closed

Top Buys

1
+$34.9M
2
+$30.5M
3
+$7.39M
4
KR icon
Kroger
KR
+$1.76M
5
INGR icon
Ingredion
INGR
+$1.39M

Top Sells

1
+$44.5M
2
+$29.8M
3
+$28.2M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$24M
5
SHW icon
Sherwin-Williams
SHW
+$23.6M

Sector Composition

1 Technology 19.65%
2 Consumer Discretionary 18.89%
3 Financials 15.24%
4 Communication Services 14.38%
5 Healthcare 11.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
– –
-1,582
102
– –
-3,519
103
– –
-1,070
1 2 3 4
5