ACM

Axel Capital Management Portfolio holdings

AUM $47.4M
1-Year Est. Return 2.75%
This Quarter Est. Return
1 Year Est. Return
-2.75%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$102M
AUM Growth
+$1.95M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
40
New
Increased
Reduced
Closed

Top Buys

1
+$2.16M
2
+$2.13M
3
+$1.65M
4
TRCO
TRIBUNE MEDIA COMPANY CLASS A
TRCO
+$1.02M
5
BMY icon
Bristol-Myers Squibb
BMY
+$832K

Top Sells

1
+$8.84M
2
+$2.6M
3
+$1.79M
4
FMC icon
FMC
FMC
+$1.09M
5
STLD icon
Steel Dynamics
STLD
+$678K

Sector Composition

1 Communication Services 9.53%
2 Financials 7.96%
3 Healthcare 5.09%
4 Technology 4.82%
5 Consumer Staples 4.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$619K 0.61%
6,800
+6,000
27
$566K 0.55%
21,459
28
$455K 0.45%
+11,166
29
$431K 0.42%
5,000
-20,800
30
$178K 0.17%
3,332
31
$97K 0.1%
4,250
-50
32
$42K 0.04%
400
33
$39K 0.04%
1,350
34
$21K 0.02%
200
35
$20K 0.02%
320
36
$16K 0.02%
240
37
$9K 0.01%
200
38
– –
-21,907
39
– –
-30,000
40
– –
-240,000
1
2