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
$234M
AUM Growth
+$101M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
46
New
Increased
Reduced
Closed

Top Buys

1
+$14.8M
2
+$14.3M
3
+$13.1M
4
AAPL icon
Apple
AAPL
+$11.1M
5
XYZ
Block Inc
XYZ
+$9.92M

Top Sells

1
+$15.2M
2
+$7.14M
3
+$6.56M
4
TSLA icon
Tesla
TSLA
+$4.83M
5
DIS icon
Walt Disney
DIS
+$4.46M

Sector Composition

1 Technology 32.19%
2 Consumer Discretionary 23.39%
3 Communication Services 16.61%
4 Industrials 10.46%
5 Financials 6.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.01M 0.86%
190,000
-20,000
27
$1.8M 0.77%
115,000
-35,000
28
$1.47M 0.63%
200,000
+100,000
29
$1.46M 0.62%
+3,000
30
$1.18M 0.5%
+10,000
31
$1.07M 0.46%
30,000
32
$1.07M 0.46%
+5,000
33
$1.01M 0.43%
4,000
34
$718K 0.31%
+80,000
35
$637K 0.27%
4,400
36
$510K 0.22%
50,000
37
$305K 0.13%
10,000
38
$228K 0.1%
2,598
39
$15K 0.01%
2,360
40
– –
-10,000
41
– –
-75,000
42
– –
-2
43
– –
-20,000
44
– –
-40,000
45
– –
-35,000
46
– –
-40,000
1
2