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
$76.6M
AUM Growth
-$1.34M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
32
New
Increased
Reduced
Closed

Top Buys

1
+$10M
2
+$7.21M
3
+$5.99M
4
RCL icon
Royal Caribbean
RCL
+$4.41M
5
SHOP icon
Shopify
SHOP
+$4.38M

Top Sells

1
+$37M
2
+$9.87M
3
+$9.69M
4
FE icon
FirstEnergy
FE
+$5.21M
5
AES icon
AES
AES
+$4.08M

Sector Composition

1 Communication Services 19.73%
2 Consumer Discretionary 18.77%
3 Technology 12.86%
4 Real Estate 10.09%
5 Utilities 9.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$310K 0.4%
+50,000
27
$222K 0.29%
+10,000
28
$4K 0.01%
2,360
29
$1K ﹤0.01%
+2
30
– –
-337,000
31
– –
-160,000
32
– –
-115,000
1
2