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
$303M
AUM Growth
+$22.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
424
New
Increased
Reduced
Closed

Top Buys

1
+$4.77M
2
+$2.2M
3
+$1.41M
4
BXP icon
Boston Properties
BXP
+$1.41M
5
AFCG
AFC Gamma
AFCG
+$1.39M

Top Sells

1
+$3.11M
2
+$2.59M
3
+$1.31M
4
FISV
Fiserv Inc
FISV
+$1.2M
5
EW icon
Edwards Lifesciences
EW
+$1.18M

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
326
$28.2K 0.01%
781
+29
327
$26.8K 0.01%
336
-4,326
328
$26.1K 0.01%
467
-19
329
$26K 0.01%
762
+32
330
$26K 0.01%
115
+4
331
$24.7K 0.01%
97
+4
332
$24.5K 0.01%
269
-13
333
$24.3K 0.01%
154
-2
334
$23.9K 0.01%
+1,815
335
$23.1K 0.01%
629
+123
336
$22.8K 0.01%
1,813
+353
337
$22.2K 0.01%
529
-23
338
$22K 0.01%
568
+22
339
$21.9K 0.01%
444
-2,617
340
$21.9K 0.01%
132
+25
341
$21.8K 0.01%
288
-14
342
$21.7K 0.01%
616
+24
343
$21.7K 0.01%
1,239
-18
344
$21K 0.01%
704
-10
345
$19.6K 0.01%
209
-14
346
$19.2K 0.01%
145
-2
347
$18.8K 0.01%
550
+100
348
$18.7K 0.01%
89
+17
349
$18.1K 0.01%
268
-13
350
$17.3K 0.01%
181
-10
12 13
14
15 16