ACM

Ashe Capital Management Portfolio holdings

AUM $1.03B
1-Year Est. Return 12.85%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+12.85%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.28B
AUM Growth
+$165M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
7
New
Increased
Reduced
Closed

Top Buys

1
+$42.5M

Top Sells

1
+$49.6M

Sector Composition

1 Technology 57.46%
2 Communication Services 30.18%
3 Healthcare 12.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$307M 23.89%
1,331,260
+195,148
2
$275M 21.42%
2,631,048
3
$252M 19.64%
2,185,712
4
$159M 12.35%
550,491
5
$125M 9.77%
933,878
6
$112M 8.76%
1,184,179
7
$53.4M 4.16%
262,734
-238,282