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
$280M
AUM Growth
+$22.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
366
New
Increased
Reduced
Closed

Top Buys

1
+$2.19M
2
+$1.91M
3
+$1.81M
4
FRT icon
Federal Realty Investment Trust
FRT
+$1.4M
5
AIG icon
American International
AIG
+$1.31M

Top Sells

1
+$1.65M
2
+$1.15M
3
+$1.14M
4
MAC icon
Macerich
MAC
+$1.14M
5
NUE icon
Nucor
NUE
+$1.14M

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
326
$19.7K 0.01%
+281
327
$18.5K 0.01%
+223
328
$18.2K 0.01%
+463
329
$18.2K 0.01%
+191
330
$17.7K 0.01%
+72
331
$17.6K 0.01%
+52
332
$17.1K 0.01%
+260
333
$17K 0.01%
+506
334
$17K 0.01%
+1,460
335
$16K 0.01%
+171
336
$15.9K 0.01%
107
-6,171
337
$14.8K 0.01%
+6
338
$14.5K 0.01%
+106
339
$14.4K 0.01%
+486
340
$12.8K ﹤0.01%
+150
341
$12.5K ﹤0.01%
+450
342
$11.6K ﹤0.01%
+82
343
$8.27K ﹤0.01%
+437
344
$5.78K ﹤0.01%
+227
345
$5.13K ﹤0.01%
+23
346
$4.83K ﹤0.01%
+94
347
$4.58K ﹤0.01%
+878
348
$2.85K ﹤0.01%
+4
349
– –
-2,420
350
– –
-22,093
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