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
$234M
AUM Growth
+$101M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
46
New
Increased
Reduced
Closed

Top Buys

1
+$14.8M
2
+$14.3M
3
+$13.1M
4
AAPL icon
Apple
AAPL
+$11.1M
5
XYZ
Block Inc
XYZ
+$9.92M

Top Sells

1
+$15.2M
2
+$7.14M
3
+$6.56M
4
TSLA icon
Tesla
TSLA
+$4.83M
5
DIS icon
Walt Disney
DIS
+$4.46M

Sector Composition

1 Technology 32.19%
2 Consumer Discretionary 23.39%
3 Communication Services 16.61%
4 Industrials 10.46%
5 Financials 6.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$33.8M 14.45%
236,250
-33,750
2
$16.4M 7.02%
110,000
-44,000
3
$16.4M 7%
160,000
+140,000
4
$14.8M 6.32%
+75,000
5
$13.3M 5.68%
120,000
+80,000
6
$13.1M 5.6%
+40,000
7
$12.5M 5.35%
108,000
+96,000
8
$12.4M 5.28%
76,000
+61,000
9
$12.3M 5.28%
88,807
+63,807
10
$9.17M 3.92%
35,000
11
$8.04M 3.44%
+90,000
12
$6.59M 2.82%
20,000
-6,000
13
$6.47M 2.77%
100,000
+10,000
14
$6.47M 2.77%
20,000
+8,000
15
$5.29M 2.26%
277,000
+69,250
16
$5.01M 2.14%
330,000
+60,000
17
$4.33M 1.85%
+320,000
18
$4.04M 1.73%
75,000
+15,000
19
$3.29M 1.41%
+12,000
20
$3.13M 1.34%
+80,000
21
$3.08M 1.32%
170,000
22
$2.82M 1.21%
+110,000
23
$2.78M 1.19%
+40,000
24
$2.77M 1.18%
20,000
-110,000
25
$2.15M 0.92%
+50,000
1
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