AI

Axecap Investments Portfolio holdings

AUM $154M
1-Year Est. Return 26.53%
This Quarter Est. Return
1 Year Est. Return
+26.53%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$133M
AUM Growth
+$898K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
81
New
Increased
Reduced
Closed

Top Buys

1
+$4.11M
2
+$3.7M
3
+$3.44M
4
COST icon
Costco
COST
+$3.21M
5
NEE icon
NextEra Energy
NEE
+$3.04M

Top Sells

1
+$3.79M
2
+$3.53M
3
+$3.5M
4
BSX icon
Boston Scientific
BSX
+$3M
5
PHM icon
Pultegroup
PHM
+$2.98M

Sector Composition

1 Technology 29.82%
2 Financials 17.78%
3 Consumer Staples 8.54%
4 Consumer Discretionary 7.61%
5 Healthcare 6.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
– –
-8,497
77
– –
-11,387
78
– –
-20,730
79
– –
-5,253
80
– –
-1,994
81
– –
-2,358
1 2 3
4