ACM
Axel Capital Management Portfolio holdings
AUM
$47.4M
This Quarter Return
+10.05%
1 Year Return
-2.75%
3 Year Return
+192.75%
5 Year Return
+329.3%
10 Year Return
–
AUM
$78.8M
AUM Growth
+$78.8M
(-23%)
Cap. Flow
-$23.5M
Cap. Flow
% of AUM
-29.75%
Top 10 Holdings %
Top 10 Hldgs %
91.13%
Holding
26
New
9
Increased
3
Reduced
2
Closed
12
Top Buys
| 1 |
SPDR Gold Trust
GLD
|
$9.03M |
| 2 |
McKesson
MCK
|
$7.65M |
| 3 |
Apple
AAPL
|
$6.81M |
| 4 |
AbbVie
ABBV
|
$6.81M |
| 5 |
Teucrium Wheat Fund
WEAT
|
$6.61M |
Top Sells
| 1 |
Unity
U
|
$13.6M |
| 2 |
SI
Silvergate Capital Corporation
SI
|
$11.2M |
| 3 |
Coinbase
COIN
|
$11.1M |
| 4 |
Meta Platforms (Facebook)
META
|
$8.98M |
| 5 |
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% |