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
$387M
AUM Growth
+$12.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
489
New
Increased
Reduced
Closed

Top Buys

1
+$3.94M
2
+$3.65M
3
+$3.18M
4
ABR icon
Arbor Realty Trust
ABR
+$2.98M
5
RITM icon
Rithm Capital
RITM
+$2.88M

Top Sells

1
+$4.21M
2
+$2.77M
3
+$2.39M
4
ANGL icon
VanEck Fallen Angel High Yield Bond ETF
ANGL
+$1.99M
5
IHI icon
iShares US Medical Devices ETF
IHI
+$1.75M

Sector Composition

1 Technology 27.8%
2 Real Estate 20.72%
3 Financials 9.99%
4 Healthcare 9.1%
5 Communication Services 6.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$239K 0.06%
1,230
+785
252
$232K 0.06%
4,015
+1,280
253
$230K 0.06%
2,479
-933
254
$229K 0.06%
+2,935
255
$222K 0.06%
857
-4,873
256
$208K 0.05%
4,954
-1,067
257
$204K 0.05%
2,949
-13,991
258
$204K 0.05%
+4,760
259
$197K 0.05%
10,000
-2,000
260
$192K 0.05%
+9,075
261
$190K 0.05%
586
-350
262
$188K 0.05%
2,304
-1,376
263
$186K 0.05%
383
-40
264
$176K 0.05%
+13,495
265
$176K 0.05%
715
-4,450
266
$176K 0.05%
2,345
+385
267
$174K 0.04%
2,503
-942
268
$164K 0.04%
1,595
-10,355
269
$162K 0.04%
960
-837
270
$161K 0.04%
+2,135
271
$157K 0.04%
+1,830
272
$156K 0.04%
+8,000
273
$155K 0.04%
+3,300
274
$155K 0.04%
+1,015
275
$154K 0.04%
1,465
+30
9 10
11
12 13