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
$308M
AUM Growth
+$73.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
56
New
Increased
Reduced
Closed

Top Buys

1
+$23.2M
2
+$22.4M
3
+$14.3M
4
PLTR icon
Palantir
PLTR
+$10.6M
5
ALB icon
Albemarle
ALB
+$9.97M

Top Sells

1
+$17.3M
2
+$15.3M
3
+$13.1M
4
CAT icon
Caterpillar
CAT
+$12.7M
5
LULU icon
lululemon athletica
LULU
+$6.59M

Sector Composition

1 Technology 39.33%
2 Materials 27.27%
3 Consumer Discretionary 12.19%
4 Communication Services 7.43%
5 Financials 4.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
– –
-110,000
52
– –
-170,000
53
– –
-20,000
54
– –
-190,000
55
– –
-200,000
56
– –
-12,000
1 2
3