ACM

Americafirst Capital Management Portfolio holdings

AUM $74M
1-Year Est. Return 13.49%
This Quarter Est. Return
1 Year Est. Return
+13.49%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$170B
AUM Growth
+$170B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
268
New
Increased
Reduced
Closed

Top Buys

1
+$1.86B
2
+$1.63B
3
+$1.58B
4
CB
CHUBB CORPORATION
CB
+$1.58B
5
BBSI icon
Barrett Business Services
BBSI
+$1.56B

Top Sells

1
+$732M
2
+$599M
3
+$524M
4
SAFM
Sanderson Farms Inc
SAFM
+$432M
5
MIC
Macquarie Infrastructure Holdings, LLC
MIC
+$432M

Sector Composition

1 Consumer Staples 17.57%
2 Healthcare 17.12%
3 Utilities 6.78%
4 Financials 4.96%
5 Technology 3.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.58B 0.93%
+13,699
27
$1.58B 0.93%
+12,877
28
$1.56B 0.92%
+144,996
29
$1.54B 0.91%
19,536
+8,900
30
$1.54B 0.91%
+11,083
31
$1.47B 0.87%
+185,553
32
$1.46B 0.86%
+32,400
33
$1.44B 0.85%
+26,722
34
$1.44B 0.85%
219,424
+38,530
35
$1.43B 0.84%
+20,848
36
$1.41B 0.83%
67,957
-25,236
37
$1.41B 0.83%
+21,002
38
$1.4B 0.83%
28,032
+4,632
39
$1.4B 0.82%
41,017
+6,733
40
$1.38B 0.81%
141,299
+21,897
41
$1.38B 0.81%
+29,748
42
$1.38B 0.81%
53,428
+21,753
43
$1.31B 0.77%
44,909
+18,223
44
$1.26B 0.74%
21,803
+8,722
45
$1.2B 0.71%
+22,059
46
$1.19B 0.7%
+13,566
47
$1.12B 0.66%
132,260
+28,707
48
$1.12B 0.66%
+61,434
49
$1.11B 0.66%
+15,828
50
$1.08B 0.64%
+21,070
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