ACM

Ashford Capital Management Portfolio holdings

AUM $898M
1-Year Est. Return 34.35%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+34.35%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$747M
AUM Growth
+$61.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
103
New
Increased
Reduced
Closed

Top Buys

1
+$16M
2
+$10.5M
3
+$10.2M
4
APPN icon
Appian
APPN
+$5.69M
5
CVCO icon
Cavco Industries
CVCO
+$2.87M

Top Sells

1
+$9.16M
2
+$6.03M
3
+$5.25M
4
MKTX icon
MarketAxess Holdings
MKTX
+$4.97M
5
CPRT icon
Copart
CPRT
+$4.42M

Sector Composition

1 Industrials 23.33%
2 Technology 20.47%
3 Financials 13.52%
4 Healthcare 10.03%
5 Consumer Staples 6.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
– –
-44,043
102
– –
-65,924
103
– –
-142,737
1 2 3 4
5