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
$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
FI icon
Fiserv
FI
+$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
301
$45.8K 0.02%
405
-10,883
302
$44.8K 0.01%
97
-1
303
$44.2K 0.01%
+2,155
304
$43.7K 0.01%
268
-1
305
$43.7K 0.01%
1,460
306
$43.7K 0.01%
225
+9
307
$43.6K 0.01%
627
-48
308
$43.6K 0.01%
179
-1
309
$41.5K 0.01%
1,386
-7
310
$40.8K 0.01%
114
-20
311
$38K 0.01%
+5,235
312
$37.9K 0.01%
166
-2
313
$37.6K 0.01%
+2,715
314
$37.1K 0.01%
1,045
+110
315
$36.5K 0.01%
151
+25
316
$35.2K 0.01%
401
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317
$34.6K 0.01%
+5,200
318
$33.9K 0.01%
160
-1
319
$33.1K 0.01%
200
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320
$31.8K 0.01%
372
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321
$31.1K 0.01%
1,523
-2,113
322
$29.9K 0.01%
235
+10
323
$28.9K 0.01%
472
-475
324
$28.8K 0.01%
534
+22
325
$28.5K 0.01%
675
-675
11 12
13
14 15