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
$362M
AUM Growth
+$2.44M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
243
New
Increased
Reduced
Closed

Top Buys

1
+$9.25M
2
+$9.12M
3
+$6.87M
4
PFFV icon
Global X Variable Rate Preferred ETF
PFFV
+$6.47M
5
MORT icon
VanEck Mortgage REIT Income ETF
MORT
+$6.33M

Top Sells

1
+$2.76M
2
+$2.54M
3
+$2.32M
4
HUBB icon
Hubbell
HUBB
+$2.12M
5
TMO icon
Thermo Fisher Scientific
TMO
+$1.99M

Sector Composition

1 Technology 28.35%
2 Real Estate 10.96%
3 Healthcare 9.87%
4 Financials 9.85%
5 Communication Services 6.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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-7,000
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-4,500
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-10,500
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-35,401
239
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-19,666
240
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-36,182
241
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-13,991
242
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-2,500
6 7 8 9
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