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
$387M
AUM Growth
+$12.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
489
New
Increased
Reduced
Closed

Top Buys

1 +$3.94M
2 +$3.65M
3 +$3.18M
4
ABR icon
Arbor Realty Trust
ABR
+$2.98M
5
RITM icon
Rithm Capital
RITM
+$2.88M

Sector Composition

1 Technology 27.8%
2 Real Estate 20.72%
3 Financials 9.99%
4 Healthcare 9.1%
5 Communication Services 6.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
351
$7.77K ﹤0.01%
88
-220
352
$7.57K ﹤0.01%
117
-296
353
$5.41K ﹤0.01%
316
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354
$3.14K ﹤0.01%
69
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355
$2.41K ﹤0.01%
154
-38
356
$1.85K ﹤0.01%
3
-1
357
$1.67K ﹤0.01%
27
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358
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361
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362
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