AI

AXS Investments Portfolio holdings

AUM $230M
1-Year Est. Return 23.43%
This Quarter Est. Return
1 Year Est. Return
+23.43%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$423M
AUM Growth
+$156M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
242
New
Increased
Reduced
Closed

Top Buys

1
+$16M
2
+$15.7M
3
+$15.4M
4
META icon
Meta Platforms (Facebook)
META
+$15M
5
ACN icon
Accenture
ACN
+$14.7M

Top Sells

1
+$47.7M
2
+$36.6M
3
+$24M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$19.6M
5
ACWV icon
iShares MSCI Global Min Vol Factor ETF
ACWV
+$15.8M

Sector Composition

1 Technology 45.34%
2 Financials 16.37%
3 Communication Services 13.5%
4 Healthcare 7.66%
5 Industrials 6.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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