AI

AXS Investments Portfolio holdings

AUM $244M
1-Year Est. Return 23.22%
This Quarter Est. Return
1 Year Est. Return
+23.22%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$280M
AUM Growth
+$22.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
366
New
Increased
Reduced
Closed

Top Buys

1
+$2.19M
2
+$1.91M
3
+$1.81M
4
FRT icon
Federal Realty Investment Trust
FRT
+$1.4M
5
AIG icon
American International
AIG
+$1.31M

Top Sells

1
+$1.65M
2
+$1.15M
3
+$1.14M
4
MAC icon
Macerich
MAC
+$1.14M
5
NUE icon
Nucor
NUE
+$1.14M

Sector Composition

1 Technology 31.1%
2 Financials 13.97%
3 Real Estate 13.13%
4 Healthcare 11.79%
5 Communication Services 8.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$117K 0.04%
2,500
-4,345
227
$116K 0.04%
+1,447
228
$115K 0.04%
+2,432
229
$112K 0.04%
+1,634
230
$110K 0.04%
+454
231
$108K 0.04%
+547
232
$107K 0.04%
+3,274
233
$105K 0.04%
+822
234
$102K 0.04%
+1,907
235
$96.4K 0.03%
+4,157
236
$94.1K 0.03%
+1,846
237
$92.8K 0.03%
+3,589
238
$92.7K 0.03%
4,300
-7,830
239
$86.2K 0.03%
+7,380
240
$84.2K 0.03%
+5,700
241
$83.5K 0.03%
+1,785
242
$82.8K 0.03%
+382
243
$80.1K 0.03%
+805
244
$77.8K 0.03%
+3,525
245
$77.4K 0.03%
+665
246
$77.1K 0.03%
+3,636
247
$76.8K 0.03%
+1,860
248
$76.7K 0.03%
+475
249
$76.5K 0.03%
+1,940
250
$75.7K 0.03%
+1,550
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