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
-$76.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
37
New
Increased
Reduced
Closed

Top Buys

1
+$9.7M
2
+$6.7M
3
+$5.95M
4
SHOP icon
Shopify
SHOP
+$4.13M
5
NEE icon
NextEra Energy
NEE
+$2.33M

Top Sells

1
+$21.9M
2
+$11.4M
3
+$10.8M
4
COIN icon
Coinbase
COIN
+$9.84M
5
XYZ
Block Inc
XYZ
+$9.47M

Sector Composition

1 Technology 30.94%
2 Financials 29.71%
3 Communication Services 17.4%
4 Consumer Discretionary 15.02%
5 Materials 2.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
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-50,000
27
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-43,594
28
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-100
29
– –
-715,676
30
– –
-182
31
– –
-20,000
32
– –
-100,000
33
– –
-21,000
34
– –
-39,500
35
– –
-60,000
36
– –
-2,360
37
– –
-156,000
1
2