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
$164M
AUM Growth
+$21.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
30
New
Increased
Reduced
Closed

Top Buys

1
+$34.3M
2
+$1.27M
3
+$277K

Top Sells

1
+$2.05M
2
+$1.75M
3
+$1.72M
4
WMT icon
Walmart
WMT
+$670K

Sector Composition

1 Communication Services 5.9%
2 Consumer Staples 5.46%
3 Technology 4.78%
4 Healthcare 3.67%
5 Industrials 2.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$489K 0.3%
6,800
27
$451K 0.28%
5,000
28
– –
-16,215
29
– –
-60,000
30
– –
-28,350
1
2