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
$359M
AUM Growth
-$17.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
252
New
Increased
Reduced
Closed

Top Buys

1 +$5.91M
2 +$5.79M
3 +$2.58M
4
NVR icon
NVR
NVR
+$2.54M
5
DOV icon
Dover
DOV
+$1.89M

Top Sells

1 +$5.52M
2 +$1.9M
3 +$1.84M
4
GRMN icon
Garmin
GRMN
+$1.81M
5
ACRE
Ares Commercial Real Estate
ACRE
+$1.81M

Sector Composition

1 Technology 32.24%
2 Real Estate 13.02%
3 Financials 11.79%
4 Healthcare 8.43%
5 Communication Services 7.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
251
-14,848