AC

AXQ Capital Portfolio holdings

AUM $443M
1-Year Est. Return 4.63%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+4.63%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$144M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
314
New
Increased
Reduced
Closed

Top Buys

1 +$1.73M
2 +$1.57M
3 +$1.52M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$1.49M
5
LOW icon
Lowe's Companies
LOW
+$1.42M

Top Sells

No sells this quarter

Sector Composition

1 Consumer Discretionary 17.15%
2 Technology 16.64%
3 Healthcare 15.45%
4 Financials 14.34%
5 Industrials 8.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
301
$93.7K 0.07%
+28,739
302
$92.5K 0.06%
+15,444
303
$88.7K 0.06%
+11,083
304
$83.2K 0.06%
+16,407
305
$81.6K 0.06%
+10,200
306
$78.7K 0.05%
+569
307
$78.4K 0.05%
+14,800
308
$66.9K 0.05%
+12,700
309
$66.9K 0.05%
+10,825
310
$60.5K 0.04%
+10,302
311
$43.6K 0.03%
+12,483
312
$42.7K 0.03%
+12,789
313
$35.5K 0.02%
+16,372
314
$31.6K 0.02%
+19,270