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
$164B
AUM Growth
-$5.61B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
273
New
Increased
Reduced
Closed

Top Buys

1 +$288M
2 +$5.9M
3 +$1.99M
4
PPC icon
Pilgrim's Pride
PPC
+$1.84M
5
TRV icon
Travelers Companies
TRV
+$1.78M

Top Sells

1 +$1.86B
2 +$1.63B
3 +$1.58B
4
BBSI icon
Barrett Business Services
BBSI
+$1.56B
5
PRE
PARTNERRE LTD
PRE
+$1.54B

Sector Composition

1 Consumer Staples 21.3%
2 Healthcare 21.08%
3 Financials 10.08%
4 Utilities 9.9%
5 Real Estate 4.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
151
-9,792
152
-20,838
153
-9,875
154
-3,208
155
-7,581
156
-24,585
157
-126,278
158
-13,566
159
-18,966
160
-10,211
161
-22,909
162
-5,082
163
-3,750
164
-14,192
165
-38,961
166
-15,501
167
-21,070
168
-22,059
169
-9,532
170
-20,848
171
-2,006
172
-16,318
173
-44,909
174
-61,434
175
-61,402