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
76
$592M 0.35%
+16,318
77
$587M 0.35%
+23,869
78
$585M 0.34%
+9,875
79
$561M 0.33%
+7,797
80
$538M 0.32%
+12,373
81
$516M 0.3%
+26,149
82
$483M 0.28%
96,067
+945
83
$451M 0.27%
+27,227
84
$435M 0.26%
+14,856
85
$329M 0.19%
+18,966
86
$280M 0.16%
+38,961
87
$166M 0.1%
+10,997
88
$162M 0.1%
+6,964
89
$133M 0.08%
+2,905
90
$131M 0.08%
+2,974
91
$123M 0.07%
+5,408
92
$119M 0.07%
1,599
-5,784
93
$119M 0.07%
+7,904
94
$115M 0.07%
+2,006
95
$115M 0.07%
+1,914
96
$115M 0.07%
+6,569
97
$114M 0.07%
+5,513
98
$113M 0.07%
+4,232
99
$111M 0.07%
+3,750
100
$107M 0.06%
3,616
-11,492
2 3
4
5 6