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

Top Buys

1
+$4.87M
2
+$1.82M
3
+$1.28M
4
MSI icon
Motorola Solutions
MSI
+$1.23M
5
DECK icon
Deckers Outdoor
DECK
+$1.22M

Top Sells

1
+$3.87M
2
+$2.43M
3
+$1.24M
4
FI icon
Fiserv
FI
+$1.23M
5
EA icon
Electronic Arts
EA
+$1.19M

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
351
$17K 0.01%
48
-4
352
$16.8K 0.01%
+119
353
$16.3K 0.01%
256
-4
354
$16.2K 0.01%
77
-3,539
355
$15.5K 0.01%
163
-8
356
$14.9K ﹤0.01%
533
-21,179
357
$14.5K ﹤0.01%
457
-6
358
$14.1K ﹤0.01%
104
-2
359
$13.8K ﹤0.01%
479
-7
360
$7K ﹤0.01%
+368
361
$7K ﹤0.01%
359
-78
362
$4.71K ﹤0.01%
76
-18
363
$4.19K ﹤0.01%
184
-43
364
$2.81K ﹤0.01%
4
365
$2.46K ﹤0.01%
14
-9
366
$1.88K ﹤0.01%
710
-168
367
$65 ﹤0.01%
2
-25,395
368
$59 ﹤0.01%
1
-11,905
369
– –
-12,553
370
– –
-3,070
371
– –
-9,154
372
– –
-2,265
373
– –
-5,700
374
– –
-50,112
375
– –
-1,815
13 14
15
16 17