ACM

Axel Capital Management Portfolio holdings

AUM $47.4M
1-Year Est. Return 2.75%
This Fund
S&P 500
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
+$8.77M
2
+$6.8M
3
+$6.56M
4
WPC icon
W.P. Carey
WPC
+$6.27M
5
ABBV icon
AbbVie
ABBV
+$6.1M

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
1
2