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
376
$16.3K ﹤0.01%
499
-205
377
$15.9K ﹤0.01%
211
-125
378
$15.7K ﹤0.01%
63
-34
379
$15.4K ﹤0.01%
101
-53
380
$15K ﹤0.01%
871
-368
381
$14.5K ﹤0.01%
65
-274
382
$14K ﹤0.01%
152
-57
383
$13.9K ﹤0.01%
446
-170
384
$13.5K ﹤0.01%
+210
385
$13.5K ﹤0.01%
287
-157
386
$13.3K ﹤0.01%
257
-210
387
$13.2K ﹤0.01%
372
-196
388
$13.1K ﹤0.01%
156
-113
389
$13.1K ﹤0.01%
96
-49
390
$13K ﹤0.01%
178
-110
391
$13K ﹤0.01%
268
-1,499
392
$12.5K ﹤0.01%
306
-223
393
$11.4K ﹤0.01%
67
-22
394
$11.3K ﹤0.01%
342
-115
395
$11K ﹤0.01%
179
-77
396
$10.8K ﹤0.01%
343
-136
397
$10.8K ﹤0.01%
+623
398
$10.3K ﹤0.01%
166
-102
399
$9.85K ﹤0.01%
75
-29
400
$9.58K ﹤0.01%
106
-75
14 15
16
17 18