ACM

Americafirst Capital Management Portfolio holdings

AUM $74M
1-Year Est. Return 13.49%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+13.49%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$206B
AUM Growth
+$3.48B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
386
New
Increased
Reduced
Closed

Top Buys

1
+$3.06M
2
+$2.65M
3
+$2.03M
4
COV
COVIDIEN PLC COM SHS NEW (IRELAND)
COV
+$1.96M
5
ALK icon
Alaska Air
ALK
+$1.72M

Top Sells

1
+$5B
2
+$4.87B
3
+$4.85B
4
KKR icon
KKR & Co
KKR
+$4.28B
5
OKS
Oneok Partners LP
OKS
+$3.52B

Sector Composition

1 Industrials 9.54%
2 Healthcare 9.36%
3 Consumer Staples 8.39%
4 Technology 6.7%
5 Financials 6.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
– –
-16,146
277
– –
-8,593
278
– –
-16,724
8 9 10 11
12