ACM

Ashe Capital Management Portfolio holdings

AUM $1.42B
1-Year Est. Return 45.15%
This Quarter Est. Return
1 Year Est. Return
+45.15%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.12B
AUM Growth
-$97.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
7
New
Increased
Reduced
Closed

Top Buys

1
+$10.2M

Top Sells

No sells this quarter

Sector Composition

1 Technology 58.79%
2 Communication Services 29.8%
3 Healthcare 11.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$250M 22.34%
1,136,112
+46,193
2
$237M 21.18%
2,631,048
3
$209M 18.66%
2,185,712
4
$128M 11.4%
550,491
5
$106M 9.51%
501,016
6
$96.5M 8.63%
1,184,179
7
$92.7M 8.28%
933,878