ACM

Axar Capital Management Portfolio holdings

AUM $304M
1-Year Est. Return 38.78%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+38.78%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$26.2M
AUM Growth
-$13.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
8
New
Increased
Reduced
Closed

Top Buys

1
+$5.23M
2
+$4.51M

Top Sells

1
+$19.7M
2
+$1.99M

Sector Composition

1 Consumer Staples 60.61%
2 Healthcare 21.64%
3 Real Estate 17.75%
4 Energy 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$15.9M 60.61%
1,031,993
2
$5.67M 21.64%
+242,500
3
$4.65M 17.75%
+505,765
4
– –
-5,222
5
– –
0
6
– –
0
7
– –
0
8
– –
-10,115,000