ACM

Ativo Capital Management Portfolio holdings

AUM $114M
1-Year Est. Return 28.27%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+28.27%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$366M
AUM Growth
-$36.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
253
New
Increased
Reduced
Closed

Top Buys

1
+$6.86M
2
+$2.21M
3
+$2.2M
4
META icon
Meta Platforms (Facebook)
META
+$2.18M
5
KT icon
KT
KT
+$1.92M

Top Sells

1
+$9.53M
2
+$8.5M
3
+$8.47M
4
APTV icon
Aptiv
APTV
+$6.72M
5
TEL icon
TE Connectivity
TEL
+$5.62M

Sector Composition

1 Technology 25.48%
2 Financials 15.62%
3 Industrials 12.12%
4 Consumer Discretionary 11.11%
5 Healthcare 10.66%
Name Market Value Portfolio Weight Shares or Principal Change
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