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
$236M
AUM Growth
+$38K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
140
New
Increased
Reduced
Closed

Top Buys

1 +$2.6M
2 +$2.05M
3 +$1.47M
4
KKR icon
KKR & Co
KKR
+$1.37M
5
LOW icon
Lowe's Companies
LOW
+$1.36M

Top Sells

1 +$9.16M
2 +$1.98M
3 +$1.87M
4
INTC icon
Intel
INTC
+$1.23M
5
PFSI icon
PennyMac Financial
PFSI
+$1.17M

Sector Composition

1 Technology 34.79%
2 Healthcare 16.16%
3 Financials 9.88%
4 Consumer Discretionary 8.63%
5 Industrials 8.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
-867
127
-17,534