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
$374M
AUM Growth
+$71.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
485
New
Increased
Reduced
Closed

Top Buys

1 +$3.05M
2 +$2.77M
3 +$2.75M
4
BKLN icon
Invesco Senior Loan ETF
BKLN
+$2.52M
5
HYD icon
VanEck High Yield Muni ETF
HYD
+$2.39M

Top Sells

1 +$2.3M
2 +$2.2M
3 +$2.07M
4
REG icon
Regency Centers
REG
+$1.74M
5
ISRG icon
Intuitive Surgical
ISRG
+$1.64M

Sector Composition

1 Technology 29.94%
2 Financials 12.03%
3 Healthcare 10.97%
4 Communication Services 7.68%
5 Consumer Discretionary 6.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
251
$223K 0.06%
+25,000
252
$209K 0.06%
53,787
+13,025
253
$204K 0.05%
+32,000
254
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255
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257
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$186K 0.05%
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259
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265
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$171K 0.05%
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267
$170K 0.05%
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272
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273
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274
$151K 0.04%
1,960
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275
$150K 0.04%
1,435
-43