ACM
Axel Capital Management Portfolio holdings
AUM
$47.4M
This Quarter Return
+4.21%
1 Year Return
-2.75%
3 Year Return
+192.75%
5 Year Return
+329.3%
10 Year Return
–
AUM
$54.5M
AUM Growth
+$54.5M
(+21%)
Cap. Flow
+$9.6M
Cap. Flow
% of AUM
17.61%
Top 10 Holdings %
Top 10 Hldgs %
83.3%
Holding
51
New
8
Increased
8
Reduced
6
Closed
17
Top Buys
| 1 |
SPDR S&P 500 ETF Trust
SPY
|
$28.2M |
| 2 |
Whirlpool
WHR
|
$1.95M |
| 3 |
WBA
Walgreens Boots Alliance
WBA
|
$1.93M |
| 4 |
Kroger
KR
|
$1.29M |
| 5 |
Mondelez International
MDLZ
|
$940K |
Top Sells
| 1 |
TWTR
Twitter, Inc.
TWTR
|
$2.75M |
| 2 |
SPWR
SunPower Corporation Common Stock
SPWR
|
$2.64M |
| 3 |
Canadian Solar
CSIQ
|
$2.62M |
| 4 |
SCTY
SolarCity Corporation
SCTY
|
$2.6M |
| 5 |
SUNE
SUNEDISON, INC COM
SUNE
|
$2.53M |
Sector Composition
| 1 | Materials | 9.92% |
| 2 | Communication Services | 8.55% |
| 3 | Consumer Discretionary | 6.84% |
| 4 | Industrials | 5.17% |
| 5 | Consumer Staples | 4.63% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
51
Union Pacific
UNP
$133B
| – | – |
-240
| Closed | -$45K |
|