ACM
Ardent Capital Management Portfolio holdings
AUM
$253M
1-Year Est. Return
23.71%
This Fund
S&P 500
1 Year Est. Return
+23.71%
AUM
$253M
AUM Growth
+$16.8M
(+7.1%)
Holding
51
Top Buys
| 1 | +$3.84M | |
| 2 | +$1.66M | |
| 3 | +$696K | |
| 4 |
Procter & Gamble
PG
|
+$662K |
| 5 |
Costco
COST
|
+$482K |
Top Sells
| 1 | +$758K | |
| 2 | +$650K | |
| 3 | +$177K | |
| 4 |
Alphabet (Google) Class C
GOOG
|
+$107K |
| 5 |
Stryker
SYK
|
+$73.2K |
Sector Composition
| 1 | Financials | 34.52% |
| 2 | Communication Services | 23.99% |
| 3 | Healthcare | 18.06% |
| 4 | Technology | 7.72% |
| 5 | Consumer Staples | 7.44% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
51
Huntington Bancshares
HBAN
$34B
| – | – |
-31,656
|
|