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
$61.9M
AUM Growth
+$1.36M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
7
New
Increased
Reduced
Closed

Top Buys

1
+$998K
2
+$376K
3
+$43.6K

Top Sells

No sells this quarter

Sector Composition

1 Energy 21.22%
2 Consumer Staples 8.23%
3 Healthcare 5.02%
4 Consumer Discretionary 0.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$40.1M 64.77%
6,650,613
2
$13.1M 21.22%
730,000
3
$5.1M 8.23%
2,115,200
+365,200
4
$3.11M 5.02%
207,340
+3,352
5
$462K 0.75%
+14,119
6
– –
0
7
– –
0