AI

Axecap Investments Portfolio holdings

AUM $145M
1-Year Est. Return 30.49%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+30.49%
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
+$4.03M
2
+$3.99M
3
+$3.29M
4
NOW icon
ServiceNow
NOW
+$3.29M
5
COST icon
Costco
COST
+$3.25M

Top Sells

1
+$3.93M
2
+$3.89M
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
– –
-10,103
77
– –
-5,769
78
– –
-51,206
79
– –
-2,358
80
– –
-1,994
81
– –
-5,266
1 2 3
4