AI

AXS Investments Portfolio holdings

AUM $208M
1-Year Est. Return 19.16%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.16%
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
+$4.77M
2
+$2.2M
3
+$1.41M
4
BXP icon
Boston Properties
BXP
+$1.41M
5
AFCG
AFC Gamma
AFCG
+$1.39M

Top Sells

1
+$3.11M
2
+$2.59M
3
+$1.31M
4
FISV
Fiserv Inc
FISV
+$1.2M
5
EW icon
Edwards Lifesciences
EW
+$1.18M

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
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