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
$154M
AUM Growth
+$35.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
86
New
Increased
Reduced
Closed

Top Buys

1
+$5.92M
2
+$4.75M
3
+$4.41M
4
COKE icon
Coca-Cola Consolidated
COKE
+$2.6M
5
FICO icon
Fair Isaac
FICO
+$2.47M

Top Sells

1
+$4.8M
2
+$4.07M
3
+$2.85M
4
MMSI icon
Merit Medical Systems
MMSI
+$2.78M
5
GS icon
Goldman Sachs
GS
+$2.01M

Sector Composition

1 Technology 29.99%
2 Financials 15.5%
3 Healthcare 13.44%
4 Consumer Staples 11.76%
5 Communication Services 5.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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