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
$154M
AUM Growth
+$3.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
6
New
Increased
Reduced
Closed

Top Buys

1
+$13.2M
2
+$217K
3
+$140K
4
IVE icon
iShares S&P 500 Value ETF
IVE
+$107K
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$24.8K

Top Sells

1
+$11.7M

Sector Composition

1 Financials 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$77M 50.05%
411,707
+70,378
2
$26.6M 17.31%
306,563
+1,236
3
$24.9M 16.15%
432,114
+3,771
4
$19.9M 12.92%
296,061
+2,081
5
$5.47M 3.56%
134,838
+612
6
– –
-378,761