ACM
Ashe Capital Management Portfolio holdings
AUM
$1.28B
This Quarter Return
+8.22%
1 Year Return
+35.8%
3 Year Return
+134.23%
5 Year Return
+139.58%
10 Year Return
+411.28%
AUM
$1.02B
AUM Growth
+$1.02B
(+6.8%)
Cap. Flow
-$34.9M
Cap. Flow
% of AUM
-3.43%
Top 10 Holdings %
Top 10 Hldgs %
97.72%
Holding
16
New
2
Increased
2
Reduced
1
Closed
3
Top Buys
| 1 |
Liberty Latin America Class C
LILAK
|
$47.2M |
| 2 |
Liberty Latin America Class A
LILA
|
$24.7M |
| 3 |
LSXMK
Liberty Media Corporation Series C Liberty SiriusXM Common Stock
LSXMK
|
$5.65M |
| 4 |
AppFolio
APPF
|
$3.05M |
Top Sells
| 1 |
Jefferies Financial Group
JEF
|
$78.5M |
| 2 |
Morningstar
MORN
|
$33.3M |
| 3 |
Atlanta Braves Holdings Series B
BATRK
|
$3.06M |
| 4 |
Atlanta Braves Holdings Series A
BATRA
|
$680K |
Sector Composition
| 1 | Communication Services | 39.32% |
| 2 | Consumer Discretionary | 33.15% |
| 3 | Technology | 13.91% |
| 4 | Financials | 7.08% |
