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
$78.8M
AUM Growth
-$23.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
26
New
Increased
Reduced
Closed

Top Buys

1 +$9.03M
2 +$7.65M
3 +$6.81M
4
ABBV icon
AbbVie
ABBV
+$6.81M
5
WEAT icon
Teucrium Wheat Fund
WEAT
+$6.61M

Top Sells

1 +$13.6M
2 +$11.2M
3 +$11.1M
4
META icon
Meta Platforms (Facebook)
META
+$8.98M
5
RBLX icon
Roblox
RBLX
+$8.77M

Sector Composition

1 Healthcare 24.86%
2 Technology 18.38%
3 Consumer Discretionary 12.3%
4 Real Estate 8.2%
5 Consumer Staples 4.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
-75,450