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
$3.85M
AUM Growth
+$3.04M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
25
New
Increased
Reduced
Closed

Top Buys

1
+$1.96M
2
+$709K
3
+$400K
4
GIS icon
General Mills
GIS
+$33.6K
5
PG icon
Procter & Gamble
PG
+$30K

Top Sells

1
+$66K
2
+$50K
3
+$18K

Sector Composition

1 Industrials 52.48%
2 Technology 31.11%
3 Consumer Staples 8.14%
4 Healthcare 4.34%
5 Communication Services 2.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$1.96M 50.9%
+18,300
2
$796K 20.7%
12,529
+11,162
3
$400K 10.4%
+10,000
4
$72K 1.87%
1,500
+700
5
$65K 1.69%
800
6
$60K 1.56%
800
+400
7
$57K 1.48%
1,000
8
$54K 1.4%
800
+200
9
$47K 1.22%
1,000
10
$42K 1.09%
400
11
$37K 0.96%
480
12
$33K 0.86%
1,350
13
$31K 0.81%
1,405
14
$31K 0.81%
700
15
$24K 0.62%
600
16
$23K 0.6%
270
17
$23K 0.6%
600
18
$23K 0.6%
250
19
$20K 0.52%
430
20
$18K 0.47%
+320
21
$13K 0.34%
260
22
$11K 0.29%
240
23
$6K 0.16%
200
-600
24
$2K 0.05%
20
-500
25
– –
-900