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
251
$75.4K 0.03%
+4,692
252
$75.4K 0.03%
+2,170
253
$72K 0.03%
+2,897
254
$71.9K 0.03%
+119
255
$71.8K 0.03%
+1,482
256
$71.8K 0.03%
+1,460
257
$71.4K 0.03%
+271
258
$70.8K 0.03%
+1,131
259
$69.9K 0.03%
+715
260
$68.3K 0.02%
+735
261
$67.9K 0.02%
+1,602
262
$67.6K 0.02%
+1,815
263
$67.5K 0.02%
+649
264
$67.2K 0.02%
+874
265
$67.1K 0.02%
+294
266
$66.6K 0.02%
+2,234
267
$66K 0.02%
+3,238
268
$65.8K 0.02%
+1,044
269
$64.4K 0.02%
+273
270
$61.9K 0.02%
+1,200
271
$61.3K 0.02%
+1,239
272
$59.8K 0.02%
+1,130
273
$59.3K 0.02%
+1,248
274
$58.4K 0.02%
+4,244
275
$57.9K 0.02%
+955
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