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
$387M
AUM Growth
+$12.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
489
New
Increased
Reduced
Closed

Top Buys

1
+$3.94M
2
+$3.65M
3
+$3.18M
4
ABR icon
Arbor Realty Trust
ABR
+$2.98M
5
RITM icon
Rithm Capital
RITM
+$2.88M

Top Sells

1
+$4.21M
2
+$2.77M
3
+$2.39M
4
ANGL icon
VanEck Fallen Angel High Yield Bond ETF
ANGL
+$1.99M
5
IHI icon
iShares US Medical Devices ETF
IHI
+$1.75M

Sector Composition

1 Technology 27.8%
2 Real Estate 20.72%
3 Financials 9.99%
4 Healthcare 9.1%
5 Communication Services 6.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$380K 0.1%
+9,000
227
$374K 0.1%
2,470
-2,000
228
$354K 0.09%
14,000
-32,000
229
$350K 0.09%
940
-458
230
$339K 0.09%
+9,845
231
$337K 0.09%
775
-140
232
$335K 0.09%
12,224
-7,298
233
$308K 0.08%
4,414
-469
234
$289K 0.07%
650
-550
235
$286K 0.07%
+10,565
236
$274K 0.07%
7,951
-3,546
237
$271K 0.07%
6,634
-3,961
238
$268K 0.07%
9,640
+1,970
239
$266K 0.07%
2,264
-1,974
240
$261K 0.07%
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241
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242
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243
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244
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245
$249K 0.06%
4,131
+4,130
246
$246K 0.06%
+3,620
247
$245K 0.06%
4,644
-493
248
$240K 0.06%
+6,560
249
$240K 0.06%
+9,545
250
$239K 0.06%
+16,665
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