ACM

Ashford Capital Management Portfolio holdings

AUM $851M
1-Year Est. Return 36.83%
This Quarter Est. Return
1 Year Est. Return
+36.83%
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 +$15.9M
2 +$14.5M
3 +$13.3M
4
APPN icon
Appian
APPN
+$6M
5
CVCO icon
Cavco Industries
CVCO
+$3.32M

Top Sells

1 +$9.16M
2 +$6.95M
3 +$5.98M
4
MKTX icon
MarketAxess Holdings
MKTX
+$5.53M
5
CPRT icon
Copart
CPRT
+$4.82M

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
-32,962
103
-142,737