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
$280M
AUM Growth
+$22.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
366
New
Increased
Reduced
Closed

Top Buys

1
+$2.19M
2
+$1.91M
3
+$1.81M
4
FRT icon
Federal Realty Investment Trust
FRT
+$1.4M
5
AIG icon
American International
AIG
+$1.31M

Top Sells

1
+$1.65M
2
+$1.15M
3
+$1.14M
4
MAC icon
Macerich
MAC
+$1.14M
5
NUE icon
Nucor
NUE
+$1.14M

Sector Composition

1 Technology 31.1%
2 Financials 13.97%
3 Real Estate 13.13%
4 Healthcare 11.79%
5 Communication Services 8.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.09M 0.75%
33,400
+5,400
27
$2.08M 0.74%
11,128
-523
28
$2.06M 0.74%
3,738
+201
29
$2.06M 0.74%
3,882
-294
30
$2.05M 0.73%
30,219
+910
31
$2.05M 0.73%
16,754
+935
32
$2M 0.71%
28,642
-714
33
$2M 0.71%
18,197
+928
34
$1.91M 0.68%
+35,000
35
$1.9M 0.68%
130,040
-9,580
36
$1.82M 0.65%
4,255
+2,484
37
$1.78M 0.64%
36,435
-1,799
38
$1.66M 0.59%
4,956
+60
39
$1.59M 0.57%
142,693
+62,500
40
$1.59M 0.57%
5,979
-1,215
41
$1.56M 0.56%
4,719
-325
42
$1.55M 0.55%
19,936
+3,056
43
$1.52M 0.54%
6,235
+478
44
$1.51M 0.54%
18,177
+3,552
45
$1.49M 0.53%
26,580
+550
46
$1.46M 0.52%
10,000
47
$1.43M 0.51%
30,067
-551
48
$1.43M 0.51%
2,021
+358
49
$1.43M 0.51%
5,622
+735
50
$1.42M 0.51%
8,041
-164
1
2
3 4 5