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
$303M
AUM Growth
+$22.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
424
New
Increased
Reduced
Closed

Top Buys

1
+$4.87M
2
+$1.82M
3
+$1.28M
4
MSI icon
Motorola Solutions
MSI
+$1.23M
5
DECK icon
Deckers Outdoor
DECK
+$1.22M

Top Sells

1
+$3.87M
2
+$2.43M
3
+$1.24M
4
FI icon
Fiserv
FI
+$1.23M
5
EA icon
Electronic Arts
EA
+$1.19M

Sector Composition

1 Technology 32.72%
2 Financials 13.03%
3 Healthcare 12.41%
4 Real Estate 11.56%
5 Communication Services 8.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$156K 0.05%
3,806
-483
227
$155K 0.05%
691
-86
228
$154K 0.05%
+8,005
229
$153K 0.05%
2,190
-2,170
230
$150K 0.05%
+1,615
231
$150K 0.05%
+870
232
$150K 0.05%
+2,855
233
$149K 0.05%
1,478
+60
234
$149K 0.05%
+4,405
235
$147K 0.05%
+2,475
236
$147K 0.05%
+1,441
237
$146K 0.05%
293
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238
$145K 0.05%
+1,315
239
$144K 0.05%
288
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240
$139K 0.05%
+2,730
241
$139K 0.05%
581
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242
$137K 0.05%
1,216
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243
$134K 0.04%
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244
$133K 0.04%
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245
$119K 0.04%
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246
$119K 0.04%
1,966
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247
$114K 0.04%
2,078
-265
248
$114K 0.04%
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249
$113K 0.04%
+3,240
250
$111K 0.04%
505
-62
8 9
10
11 12