ACM

Ashe Capital Management Portfolio holdings

AUM $1.28B
1-Year Est. Return 35.8%
This Quarter Est. Return
1 Year Est. Return
+35.8%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.62B
AUM Growth
+$155M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
13
New
Increased
Reduced
Closed

Top Buys

1
+$70.9M
2
+$14.5M
3
+$5.2M
4
APPF icon
AppFolio
APPF
+$51.1K

Top Sells

1
+$38.6M
2
+$31.7M
3
+$8.93M

Sector Composition

1 Communication Services 54.88%
2 Technology 45.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$282M 17.4%
6,052,168
2
$279M 17.2%
1,975,577
+362
3
$175M 10.78%
12,396,561
4
$165M 10.17%
980,560
5
$153M 9.44%
881,303
-182,500
6
$141M 8.7%
1,355,279
+50,000
7
$124M 7.64%
2,720,397
+319,210
8
$117M 7.21%
1,219,461
9
$70.9M 4.37%
+276,100
10
$64M 3.95%
4,621,088
11
$51M 3.14%
1,248,326
12
– –
-1,129,133
13
– –
-275,596