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
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353
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392
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$31.4K 0.01%
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$29.7K 0.01%
171
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360
$29.3K 0.01%
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361
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308
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$26.6K 0.01%
2,715
365
$26K 0.01%
121
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369
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450
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$18.3K ﹤0.01%
238
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$17.6K ﹤0.01%
78
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374
$17.3K ﹤0.01%
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375
$17.2K ﹤0.01%
447
-182