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
$387M
AUM Growth
+$12.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
489
New
Increased
Reduced
Closed

Top Buys

1
+$3.94M
2
+$3.65M
3
+$3.18M
4
ABR icon
Arbor Realty Trust
ABR
+$2.98M
5
RITM icon
Rithm Capital
RITM
+$2.88M

Top Sells

1
+$4.21M
2
+$2.77M
3
+$2.39M
4
ANGL icon
VanEck Fallen Angel High Yield Bond ETF
ANGL
+$1.99M
5
IHI icon
iShares US Medical Devices ETF
IHI
+$1.75M

Sector Composition

1 Technology 27.8%
2 Real Estate 20.72%
3 Financials 9.99%
4 Healthcare 9.1%
5 Communication Services 6.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$89.6K 0.02%
2,403
-1,174
302
$89K 0.02%
215
-15
303
$88.4K 0.02%
+5,295
304
$88.1K 0.02%
300
-30
305
$87.9K 0.02%
220
-2,820
306
$85.2K 0.02%
339
+254
307
$84.9K 0.02%
1,248
-133
308
$82K 0.02%
240
309
$81.3K 0.02%
2,000
-3,000
310
$81.2K 0.02%
678
-591
311
$79.4K 0.02%
1,680
-155
312
$79.3K 0.02%
885
-60
313
$75.7K 0.02%
248
-1,552
314
$75.5K 0.02%
5,024
-77,426
315
$73.6K 0.02%
180
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316
$73.5K 0.02%
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317
$73.5K 0.02%
2,177
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318
$73.1K 0.02%
1,381
-10,965
319
$72.2K 0.02%
643
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320
$72.1K 0.02%
521
-1,567
321
$71.7K 0.02%
365
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322
$70.2K 0.02%
475
-50
323
$69.8K 0.02%
+1,650
324
$69.7K 0.02%
1,352
-660
325
$67.5K 0.02%
2,505
11 12
13
14 15