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
276
$57.3K 0.02%
+1,350
277
$55.7K 0.02%
+935
278
$54.2K 0.02%
256
-1,376
279
$53.7K 0.02%
+521
280
$53.5K 0.02%
+947
281
$53.5K 0.02%
+98
282
$51.6K 0.02%
+989
283
$50.2K 0.02%
+585
284
$48.2K 0.02%
1,066
-5,997
285
$48.2K 0.02%
+675
286
$47.6K 0.02%
216
-5,232
287
$45.6K 0.02%
+229
288
$45.5K 0.02%
+1,133
289
$45.4K 0.02%
+134
290
$43.2K 0.02%
+1,393
291
$42.8K 0.02%
+273
292
$42.2K 0.02%
+269
293
$42.1K 0.02%
+424
294
$42K 0.02%
+1,675
295
$41.8K 0.01%
+322
296
$41.7K 0.01%
+168
297
$40.9K 0.01%
+115
298
$39.7K 0.01%
+161
299
$39.7K 0.01%
+180
300
$36.7K 0.01%
+565
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