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
$95.1M
AUM Growth
-$25.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
291
New
Increased
Reduced
Closed

Top Buys

1
+$2.25M
2
+$2.18M
3
+$2.07M
4
BMY icon
Bristol-Myers Squibb
BMY
+$1.93M
5
AVNS icon
Avanos Medical
AVNS
+$1.91M

Top Sells

1
+$1.95M
2
+$1.94M
3
+$1.94M
4
TAP icon
Molson Coors Class B
TAP
+$1.81M
5
HRC
HILL-ROM HOLDINGS, INC.
HRC
+$1.8M

Sector Composition

1 Healthcare 23.29%
2 Utilities 13.45%
3 Industrials 13.35%
4 Consumer Staples 10.55%
5 Technology 5.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
– –
-23,334
202
– –
-27,900
203
– –
-22,459
204
– –
-2,340
205
– –
-7,572
206
– –
-10,417
207
– –
-4,585
208
– –
-4,157
209
– –
-4,373
210
– –
-954
211
– –
-4,075
212
– –
-48,084
213
– –
-1,012
214
– –
-10,545
215
– –
-45,185
216
– –
-900
217
– –
-39,690
218
– –
-10,278
219
– –
-14,370
220
– –
-2,511
221
– –
-2,191
222
– –
-791
223
– –
-39,663
224
– –
-8,306
225
– –
-11,878
7 8
9
10 11