AI

AXS Investments Portfolio holdings

AUM $248M
1-Year Est. Return 15.95%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+15.95%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$317M
AUM Growth
+$73.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
226
New
Increased
Reduced
Closed

Top Sells

1 +$1.97M
2 +$1.88M
3 +$1.84M
4
STWD icon
Starwood Property Trust
STWD
+$1.71M
5
ARI
Apollo Commercial Real Estate
ARI
+$1.67M

Sector Composition

1 Technology 24.78%
2 Communication Services 8.76%
3 Financials 5.25%
4 Healthcare 4.18%
5 Industrials 3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
226
-84,392