ACGA

Atlanta Consulting Group Advisors Portfolio holdings

AUM $365M
1-Year Est. Return 13.22%
This Quarter Est. Return
1 Year Est. Return
+13.22%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$289M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
131
New
Increased
Reduced
Closed

Top Buys

1 +$40.6M
2 +$37.5M
3 +$33.5M
4
ARLP icon
Alliance Resource Partners
ARLP
+$23.6M
5
BRK.A icon
Berkshire Hathaway Class A
BRK.A
+$12.1M

Top Sells

No sells this quarter

Sector Composition

1 Financials 13.76%
2 Energy 11.2%
3 Technology 6.7%
4 Industrials 4.1%
5 Consumer Discretionary 3.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
$209K 0.07%
+1,286
127
$207K 0.07%
+7,832
128
$200K 0.07%
+1,764
129
$200K 0.07%
+16,740
130
$136K 0.05%
+14,000
131
$60.6K 0.02%
+10,000