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
$150M
AUM Growth
-$573K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
28
New
Increased
Reduced
Closed

Top Buys

1 +$627K
2 +$607K
3 +$592K
4
CRWS icon
Crown Crafts
CRWS
+$349K
5
JPM icon
JPMorgan Chase
JPM
+$309K

Top Sells

1 +$2.3M
2 +$637K
3 +$549K
4
PINS icon
Pinterest
PINS
+$504K
5
AAPL icon
Apple
AAPL
+$303K

Sector Composition

1 Financials 41.32%
2 Healthcare 21.49%
3 Technology 16.82%
4 Communication Services 11.76%
5 Consumer Staples 5.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
-13,809
27
-610
28
-13,870