ACM
Americafirst Capital Management Portfolio holdings
AUM
$74M
1-Year Est. Return
13.49%
This Fund
S&P 500
1 Year Est. Return
+13.49%
AUM
$79.3M
AUM Growth
-$4.38M
(-5.2%)
Holding
237
Top Buys
| 1 | +$2.87M | |
| 2 | +$1.96M | |
| 3 | +$1.42M | |
| 4 |
Williams Companies
WMB
|
+$1.4M |
| 5 |
B&G Foods
BGS
|
+$1.37M |
Top Sells
| 1 | +$2.28M | |
| 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
Merck
MRK
$298B
| – | – |
-5,867
|
|
||
202
MSC Industrial Direct
MSM
$6.45B
| – | – |
-2,226
|
|
||
203
Meritage Homes
MTH
$4.56B
| – | – |
-18,654
|
|
||
204
Mueller Water Products
MWA
$3.96B
| – | – |
-14,849
|
|