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

Top Buys

1 +$17.6M
2 +$13.4M
3 +$12.7M
4
USFD icon
US Foods
USFD
+$9.26M
5
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$4.86M

Top Sells

1 +$27M
2 +$22M
3 +$15.9M
4
EXPE icon
Expedia Group
EXPE
+$3.64M
5
MIDD icon
Middleby
MIDD
+$2.85M

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