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
$129M
AUM Growth
+$16.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
28
New
Increased
Reduced
Closed

Top Buys

1 +$1.76M
2 +$755K
3 +$744K
4
BMY icon
Bristol-Myers Squibb
BMY
+$529K
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$501K

Top Sells

1 +$640K
2 +$264K
3 +$94K
4
CRWS icon
Crown Crafts
CRWS
+$31.5K
5
JPM icon
JPMorgan Chase
JPM
+$22.8K

Sector Composition

1 Financials 42.6%
2 Healthcare 24.56%
3 Technology 14.68%
4 Communication Services 8.57%
5 Consumer Staples 5.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
$248K 0.19%
+1,035
27
$217K 0.17%
+4,490
28
-11,020