AI

AXS Investments Portfolio holdings

AUM $248M
1-Year Est. Return 15.95%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+15.95%
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
+$1.89M
2
+$1.78M
3
+$1.41M
4
EFX icon
Equifax
EFX
+$1.35M
5
AIG icon
American International
AIG
+$1.21M

Top Sells

1
+$1.56M
2
+$1.17M
3
+$1.14M
4
CTSH icon
Cognizant
CTSH
+$1.12M
5
CB icon
Chubb
CB
+$1.09M

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
351
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-16,450
352
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-14,500
353
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-4,074
354
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-20,409
355
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-10,000
356
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-36,000
357
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-95,190
358
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-12,728
359
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-20,000
360
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-1,612
361
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-17,514
362
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-20,991
363
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-22,093
364
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-2,420
365
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-13,000
11 12 13 14
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