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
$374M
AUM Growth
+$71.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
485
New
Increased
Reduced
Closed

Top Buys

1
+$3.05M
2
+$2.77M
3
+$2.75M
4
BKLN icon
Invesco Senior Loan ETF
BKLN
+$2.52M
5
HYD icon
VanEck High Yield Muni ETF
HYD
+$2.39M

Top Sells

1
+$2.3M
2
+$2.2M
3
+$2.07M
4
REG icon
Regency Centers
REG
+$1.74M
5
ISRG icon
Intuitive Surgical
ISRG
+$1.64M

Sector Composition

1 Technology 29.94%
2 Financials 12.03%
3 Healthcare 10.97%
4 Communication Services 7.68%
5 Consumer Discretionary 6.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$94.7K 0.03%
519
+32
302
$90.5K 0.02%
2,122
-38
303
$89.9K 0.02%
740
304
$88.8K 0.02%
+6,000
305
$88.4K 0.02%
1,237
-213
306
$88K 0.02%
445
-425
307
$86.1K 0.02%
+230
308
$85.9K 0.02%
+1,835
309
$84.5K 0.02%
+1,210
310
$80.5K 0.02%
+945
311
$79.9K 0.02%
+330
312
$77.7K 0.02%
5,845
313
$76.4K 0.02%
1,556
-173
314
$75.1K 0.02%
395
315
$74.7K 0.02%
+240
316
$74.3K 0.02%
249
-89
317
$73.1K 0.02%
1,015
-1,175
318
$72.1K 0.02%
1,625
319
$70K 0.02%
612
-21
320
$69.3K 0.02%
+330
321
$66.9K 0.02%
+980
322
$66.5K 0.02%
1,720
323
$64.6K 0.02%
+365
324
$64K 0.02%
2,560
325
$63.4K 0.02%
5,245
11 12
13
14 15