AI

AXS Investments Portfolio holdings

AUM $230M
1-Year Est. Return 23.43%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+23.43%
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
FISV
Fiserv Inc
FISV
+$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
276
$71.1K 0.02%
+361
277
$69K 0.02%
3,715
-585
278
$68.5K 0.02%
+1,720
279
$68.1K 0.02%
3,715
+1,760
280
$67.7K 0.02%
+5,845
281
$66.7K 0.02%
1,645
-201
282
$60.6K 0.02%
630
-105
283
$59.5K 0.02%
587
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284
$59.2K 0.02%
+5,245
285
$59.1K 0.02%
947
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286
$58.6K 0.02%
768
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287
$58.4K 0.02%
300
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288
$57K 0.02%
285
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289
$56K 0.02%
+975
290
$55.8K 0.02%
2,685
-840
291
$55K 0.02%
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292
$54.8K 0.02%
526
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293
$54.7K 0.02%
268
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294
$54.6K 0.02%
267
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295
$52.1K 0.02%
1,112
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296
$51.1K 0.02%
+3,915
297
$51K 0.02%
+2,400
298
$47.9K 0.02%
335
+13
299
$46.8K 0.02%
485
-36
300
$46.4K 0.02%
271
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