ACM
Americafirst Capital Management Portfolio holdings
AUM
$74M
1-Year Est. Return
13.49%
1 Year Est. Return
+13.49%
AUM
$79.3M
AUM Growth
-$4.38M
(-5.2%)
Holding
237
Top Buys
| 1 | +$2.83M | |
| 2 | +$1.94M | |
| 3 | +$1.43M | |
| 4 |
Ziff Davis
ZD
|
+$1.41M |
| 5 |
TransDigm Group
TDG
|
+$1.34M |
Top Sells
| 1 | +$2.35M | |
| 2 | +$2.03M | |
| 3 | +$1.91M | |
| 4 |
Estee Lauder
EL
|
+$1.9M |
| 5 |
Southwest Gas
SWX
|
+$1.88M |
Sector Composition
| 1 | Consumer Staples | 17.15% |
| 2 | Industrials | 13.28% |
| 3 | Healthcare | 9.94% |
| 4 | Utilities | 6.28% |
| 5 | Consumer Discretionary | 5.29% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
201
Fifth Third Bancorp
FITB
$32.5B
| – | – |
-1,711
|
|
||
202
Loews
L
$21.2B
| – | – |
-13,738
|
|
||
203
Lear
LEA
$6.28B
| – | – |
-349
|
|
||
204
Lennox International
LII
$18.4B
| – | – |
-2,912
|
|