ACH

Axis Capital Holdings Portfolio holdings

AUM $264M
1-Year Est. Return 16.03%
This Quarter Est. Return
1 Year Est. Return
+16.03%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$138M
AUM Growth
+$10.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
6
New
Increased
Reduced
Closed

Top Buys

1 +$363K
2 +$308K
3 +$263K
4
IVE icon
iShares S&P 500 Value ETF
IVE
+$187K
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$38.5K

Top Sells

No sells this quarter

Sector Composition

1 Financials 6.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$57.1M 41.48%
339,813
+1,567
2
$23.9M 17.36%
305,327
+2,390
3
$23.3M 16.92%
428,343
+6,673
4
$18.8M 13.62%
293,980
+4,828
5
$9.25M 6.72%
378,761
6
$5.38M 3.91%
134,226
+960