ACM

Ardent Capital Management Portfolio holdings

AUM $208M
1-Year Est. Return 19.51%
This Quarter Est. Return
1 Year Est. Return
+19.51%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$151M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
28
New
Increased
Reduced
Closed

Top Buys

1 +$41.5M
2 +$26M
3 +$22.7M
4
JPM icon
JPMorgan Chase
JPM
+$12.2M
5
META icon
Meta Platforms (Facebook)
META
+$8.96M

Top Sells

No sells this quarter

Sector Composition

1 Financials 36.48%
2 Healthcare 21.47%
3 Technology 17.38%
4 Communication Services 14.56%
5 Consumer Staples 5.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
$318K 0.21%
+5,108
27
$282K 0.19%
+5,283
28
$205K 0.14%
+610