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
251
$110K 0.04%
487
-60
252
$106K 0.04%
733
-126
253
$106K 0.04%
2,160
-272
254
$104K 0.03%
1,450
-184
255
$101K 0.03%
1,820
+690
256
$101K 0.03%
1,306
-91
257
$98.5K 0.03%
1,110
+545
258
$94.7K 0.03%
733
-89
259
$94.5K 0.03%
338
+67
260
$92.8K 0.03%
+1,750
261
$92K 0.03%
+2,035
262
$89.4K 0.03%
1,767
-808
263
$85.9K 0.03%
+395
264
$84.9K 0.03%
1,729
-178
265
$84.4K 0.03%
3,235
+1,560
266
$83.1K 0.03%
210
+95
267
$82.9K 0.03%
+1,625
268
$81.2K 0.03%
602
-63
269
$81.1K 0.03%
3,385
-1,435
270
$80.1K 0.03%
2,220
-280
271
$79.7K 0.03%
2,108
-2,110
272
$74.9K 0.02%
339
-43
273
$73.4K 0.02%
+2,990
274
$73.2K 0.02%
+2,560
275
$72.6K 0.02%
633
-1,091
9 10
11
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