ACM
Ardent Capital Management Portfolio holdings
AUM
$236M
1-Year Est. Return
19.5%
1 Year Est. Return
+19.5%
AUM
$236M
AUM Growth
+$27.5M
(+13%)
Holding
52
Top Buys
| 1 | +$1.24M | |
| 2 | +$1.12M | |
| 3 | +$1.06M | |
| 4 |
Berkshire Hathaway Class B
BRK.B
|
+$804K |
| 5 |
Procter & Gamble
PG
|
+$768K |
Top Sells
| 1 | +$267K | |
| 2 | +$34.9K | |
| 3 | +$14.8K | |
| 4 |
iShares Core S&P Mid-Cap ETF
IJH
|
+$13.1K |
| 5 |
iShares Russell 1000 ETF
IWB
|
+$9.87K |
Sector Composition
| 1 | Financials | 37.78% |
| 2 | Communication Services | 20.82% |
| 3 | Healthcare | 18.34% |
| 4 | Technology | 7.89% |
| 5 | Consumer Staples | 6.94% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
51
Vanguard FTSE All-World ex-US ETF
VEU
$52.5B
| $203K | 0.09% |
+2,850
|
|
||
52
Stock Yards Bancorp
SYBT
$1.98B
| – | – |
-3,380
|
|