ACM
Ashe Capital Management Portfolio holdings
AUM
$1.28B
This Quarter Return
-17.93%
1 Year Return
+35.8%
3 Year Return
+134.23%
5 Year Return
+139.58%
10 Year Return
+411.28%
AUM
$1.23B
AUM Growth
+$1.23B
(-16%)
Cap. Flow
+$2.62M
Cap. Flow
% of AUM
0.21%
Top 10 Holdings %
Top 10 Hldgs %
96.68%
Holding
13
New
1
Increased
3
Reduced
1
Closed
1
Top Buys
| 1 |
Dayforce
DAY
|
$91.9M |
| 2 |
Liberty Latin America Class A
LILA
|
$26.4M |
| 3 |
Liberty Latin America Class C
LILAK
|
$21.1M |
| 4 |
AppFolio
APPF
|
$13.6M |
Top Sells
| 1 |
Sensata Technologies
ST
|
$76.1M |
| 2 |
P
Pandora Media Inc
P
|
$74.2M |
Sector Composition
| 1 | Communication Services | 39.91% |
| 2 | Consumer Discretionary | 35.77% |
| 3 | Technology | 17.71% |
