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
$160M
AUM Growth
-$164B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
281
New
Increased
Reduced
Closed

Top Buys

1
+$3.89M
2
+$3.48M
3
+$3.33M
4
CALM icon
Cal-Maine
CALM
+$2.67M
5
CNC icon
Centene
CNC
+$2.64M

Top Sells

1
+$3.48B
2
+$3.42B
3
+$3.24B
4
MDU icon
MDU Resources
MDU
+$3.12B
5
MDAS
MEDASSETS INC COM STK (DE)
MDAS
+$3.12B

Sector Composition

1 Consumer Staples 24.29%
2 Healthcare 19.47%
3 Utilities 8.55%
4 Financials 6.31%
5 Communication Services 6.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.8M 1.13%
+19,525
27
$1.79M 1.12%
+17,485
28
$1.75M 1.09%
+52,774
29
$1.75M 1.09%
12,576
-4,900
30
$1.74M 1.09%
+94,320
31
$1.72M 1.08%
+6,615
32
$1.71M 1.07%
22,715
+7,969
33
$1.68M 1.05%
+42,122
34
$1.68M 1.05%
18,766
-1,870
35
$1.67M 1.04%
24,071
-11,799
36
$1.63M 1.02%
52,449
+19,062
37
$1.62M 1.01%
+19,731
38
$1.59M 0.99%
+24,538
39
$1.54M 0.96%
+41,136
40
$1.54M 0.96%
+96,090
41
$1.51M 0.95%
+36,685
42
$1.48M 0.93%
+17,128
43
$1.46M 0.91%
+22,419
44
$1.45M 0.91%
13,047
-4,082
45
$1.45M 0.91%
61,639
+44,827
46
$1.4M 0.88%
20,439
-7,585
47
$1.36M 0.85%
112,708
+92,160
48
$1.3M 0.81%
+45,973
49
$1.2M 0.75%
+23,130
50
$1.2M 0.75%
+12,427
1
2
3 4 5