ACM

Ativo Capital Management Portfolio holdings

AUM $118M
1-Year Est. Return 19.31%
This Quarter Est. Return
1 Year Est. Return
+19.31%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$63.7M
AUM Growth
-$84.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
128
New
Increased
Reduced
Closed

Top Buys

1
+$2.03M
2
+$1.73M
3
+$1.16M
4
BMO icon
Bank of Montreal
BMO
+$1.12M
5
TECK icon
Teck Resources
TECK
+$1.11M

Top Sells

1
+$3.06M
2
+$2.97M
3
+$2M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$1.81M
5
UNH icon
UnitedHealth
UNH
+$1.65M

Sector Composition

1 Technology 24.26%
2 Materials 12.34%
3 Consumer Discretionary 10.33%
4 Healthcare 7.51%
5 Industrials 6.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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