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
$74M
AUM Growth
-$5.29M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
274
New
Increased
Reduced
Closed

Top Buys

1
+$1.31M
2
+$1.18M
3
+$1.01M
4
TMO icon
Thermo Fisher Scientific
TMO
+$838K
5
XEL icon
Xcel Energy
XEL
+$836K

Top Sells

1
+$2.83M
2
+$1.94M
3
+$1.53M
4
DEO icon
Diageo
DEO
+$1.44M
5
WMB icon
Williams Companies
WMB
+$1.43M

Sector Composition

1 Healthcare 16.33%
2 Consumer Staples 16.25%
3 Utilities 11.53%
4 Consumer Discretionary 4.93%
5 Financials 4.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
TSLA icon
126
Tesla
TSLA
$1.52T
$87.3K 0.12%
+3,840
UNP icon
127
Union Pacific
UNP
$158B
$82.9K 0.11%
+715
CE icon
128
Celanese
CE
$5.6B
$82K 0.11%
+786
BA icon
129
Boeing
BA
$179B
$81.6K 0.11%
321
-1,334
AMR
130
DELISTED
AMR CORP
AMR
$80.9K 0.11%
80,929
RTX icon
131
RTX Corp
RTX
$280B
$80.1K 0.11%
+1,096
HD icon
132
Home Depot
HD
$367B
$80K 0.11%
+489
HIG icon
133
Hartford Financial Services
HIG
$39.2B
$79.7K 0.11%
+1,438
GLW icon
134
Corning
GLW
$124B
$78.9K 0.11%
+2,637
VRSN icon
135
VeriSign
VRSN
$21.9B
$78.7K 0.11%
+740
CDNS icon
136
Cadence Design Systems
CDNS
$83.3B
$78.5K 0.11%
1,988
-338
HCA icon
137
HCA Healthcare
HCA
$122B
$78.3K 0.11%
984
+89
CHKP icon
138
Check Point Software Technologies
CHKP
$17B
$78.2K 0.11%
686
-42
LMT icon
139
Lockheed Martin
LMT
$153B
$77.9K 0.11%
251
-1,604
VMW
140
DELISTED
VMware, Inc
VMW
$77.2K 0.1%
+707
V icon
141
Visa
V
$616B
$77.1K 0.1%
733
-96
TJX icon
142
TJX Companies
TJX
$180B
$76.8K 0.1%
+2,084
MCD icon
143
McDonald's
MCD
$236B
$74.9K 0.1%
478
-62
FUJI
144
DELISTED
FUJI FILM HOLDINGS ADR 2 ORD
FUJI
$73.7K 0.1%
+1,900
NSANY
145
DELISTED
NISSAN MOTOR CO LTD SPONS ADR
NSANY
$72.2K 0.1%
+3,705
RYAAY icon
146
Ryanair
RYAAY
$34.1B
$69.6K 0.09%
+1,650
GEN icon
147
Gen Digital
GEN
$13.5B
– –
-2,390
GRMN icon
148
Garmin
GRMN
$48.3B
– –
-1,482
GSK icon
149
GSK
GSK
$114B
– –
-5,547
URI icon
150
United Rentals
URI
$53.7B
– –
-1,341
4 5
6
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