ACM
Ardent Capital Management Portfolio holdings
AUM
$208M
This Quarter Return
+1.17%
1 Year Return
+19.51%
3 Year Return
+82.12%
5 Year Return
–
10 Year Return
–
AUM
$208M
AUM Growth
+$208M
(-9.8%)
Cap. Flow
-$21.1M
Cap. Flow
% of AUM
-10.12%
Top 10 Holdings %
Top 10 Hldgs %
86.8%
Holding
45
New
1
Increased
2
Reduced
12
Closed
2
Top Buys
| 1 |
Johnson & Johnson
JNJ
|
$629K |
| 2 |
Stock Yards Bancorp
SYBT
|
$267K |
| 3 |
SPDR S&P 500 ETF Trust
SPY
|
$15.4K |
Top Sells
| 1 |
Apple
AAPL
|
$15.8M |
| 2 |
PayPal
PYPL
|
$3.83M |
| 3 |
Alphabet (Google) Class C
GOOG
|
$748K |
| 4 |
Berkshire Hathaway Class B
BRK.B
|
$493K |
| 5 |
X
US Steel
X
|
$408K |
Sector Composition
| 1 | Financials | 40.83% |
| 2 | Communication Services | 18.88% |
| 3 | Healthcare | 18.25% |
| 4 | Technology | 6.93% |
| 5 | Consumer Staples | 6.86% |
