AI

AXS Investments Portfolio holdings

AUM $208M
1-Year Est. Return 19.16%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.16%
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
+$1.89M
2
+$1.78M
3
+$1.41M
4
EFX icon
Equifax
EFX
+$1.35M
5
AIG icon
American International
AIG
+$1.21M

Top Sells

1
+$1.56M
2
+$1.17M
3
+$1.14M
4
CTSH icon
Cognizant
CTSH
+$1.12M
5
CB icon
Chubb
CB
+$1.09M

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
301
$35.5K 0.01%
+225
302
$33.1K 0.01%
+126
303
$32.8K 0.01%
+752
304
$31.5K 0.01%
+1,955
305
$31.4K 0.01%
+730
306
$30.2K 0.01%
+15
307
$30K 0.01%
+358
308
$29.8K 0.01%
+486
309
$29.3K 0.01%
231
-2,826
310
$28.6K 0.01%
+386
311
$27.4K 0.01%
+467
312
$26.8K 0.01%
+282
313
$26K 0.01%
+512
314
$25.7K 0.01%
+111
315
$24.6K 0.01%
+150
316
$24.1K 0.01%
+162
317
$23.9K 0.01%
+552
318
$23.5K 0.01%
+714
319
$23.4K 0.01%
+156
320
$23.3K 0.01%
+302
321
$22.7K 0.01%
+1,257
322
$22.2K 0.01%
+546
323
$21.5K 0.01%
+93
324
$21.1K 0.01%
+592
325
$20.8K 0.01%
+147
11 12
13
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