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
$374M
AUM Growth
+$71.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
485
New
Increased
Reduced
Closed

Top Buys

1
+$3.05M
2
+$2.77M
3
+$2.75M
4
BKLN icon
Invesco Senior Loan ETF
BKLN
+$2.52M
5
HYD icon
VanEck High Yield Muni ETF
HYD
+$2.39M

Top Sells

1
+$2.3M
2
+$2.2M
3
+$2.07M
4
REG icon
Regency Centers
REG
+$1.74M
5
ISRG icon
Intuitive Surgical
ISRG
+$1.64M

Sector Composition

1 Technology 29.94%
2 Financials 12.03%
3 Healthcare 10.97%
4 Communication Services 7.68%
5 Consumer Discretionary 6.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$40K 0.01%
868
-244
352
$39.2K 0.01%
195
-76
353
$38.8K 0.01%
392
-134
354
$34.3K 0.01%
1,007
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355
$33.5K 0.01%
174
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356
$32.8K 0.01%
248
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357
$31.4K 0.01%
69
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358
$31.3K 0.01%
125
-54
359
$29.7K 0.01%
171
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360
$29.3K 0.01%
315
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361
$29K 0.01%
413
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362
$28.2K 0.01%
127
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363
$27.6K 0.01%
308
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364
$26.6K 0.01%
2,715
365
$26K 0.01%
121
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366
$22K 0.01%
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367
$21.9K 0.01%
5,200
368
$20.9K 0.01%
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369
$20.2K 0.01%
1,336
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$19.3K 0.01%
146
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371
$19.3K 0.01%
450
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372
$18.3K ﹤0.01%
238
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373
$17.6K ﹤0.01%
78
-6,290
374
$17.3K ﹤0.01%
94
-38
375
$17.2K ﹤0.01%
447
-182
13 14
15
16 17