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
$163M
AUM Growth
+$23.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
32
New
Increased
Reduced
Closed

Top Buys

1
+$3.32M
2
+$3.27M
3
+$1.04M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$625K
5
SYK icon
Stryker
SYK
+$579K

Top Sells

1
+$1.71M
2
+$234K
3
+$134K
4
CRWS icon
Crown Crafts
CRWS
+$105K
5
AMZN icon
Amazon
AMZN
+$96.5K

Sector Composition

1 Financials 41.98%
2 Healthcare 20.65%
3 Technology 17.14%
4 Communication Services 11.74%
5 Consumer Staples 4.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$288K 0.18%
11,000
27
$263K 0.16%
3,739
-17
28
$246K 0.15%
+2,468
29
$226K 0.14%
+1,590
30
$205K 0.13%
4,357
-4
31
– –
-5,250
32
– –
-923,463
1
2