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
426
-372
427
-22,452
428
-871
429
-287
430
-101
431
-203
432
-25,000
433
-1,750
434
-20,969
435
-5,000
436
-152
437
-875
438
-94
439
-249
440
-2,942
441
-740
442
-69
443
-7,000
444
-179
445
-1,330
446
-5,845
447
-40
448
-623
449
-248
450
-4,815