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
$1.53B
AUM Growth
+$87.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
104
New
Increased
Reduced
Closed

Top Buys

1 +$19.1M
2 +$14.6M
3 +$12.1M
4
USFD icon
US Foods
USFD
+$9.66M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$5.08M

Top Sells

1 +$30.8M
2 +$22.5M
3 +$16.2M
4
EXPE icon
Expedia Group
EXPE
+$3.35M
5
MIDD icon
Middleby
MIDD
+$2.72M

Sector Composition

1 Technology 20.58%
2 Consumer Discretionary 18.21%
3 Financials 15.32%
4 Communication Services 14.96%
5 Healthcare 12.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
-3,576
102
-3,075