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
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