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

Top Sells

1
+$4.21M
2
+$2.77M
3
+$2.39M
4
ANGL icon
VanEck Fallen Angel High Yield Bond ETF
ANGL
+$1.99M
5
IHI icon
iShares US Medical Devices ETF
IHI
+$1.75M

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
26
$2.93M 0.76%
5,820
+2,036
27
$2.89M 0.75%
6,307
+571
28
$2.88M 0.74%
+309,940
29
$2.86M 0.74%
241,307
+198,005
30
$2.82M 0.73%
+172,438
31
$2.81M 0.72%
297,403
+272,403
32
$2.79M 0.72%
23,806
-392
33
$2.76M 0.71%
142,608
+132,608
34
$2.75M 0.71%
+229,964
35
$2.74M 0.71%
+206,701
36
$2.69M 0.7%
+217,217
37
$2.69M 0.69%
58,426
+16,627
38
$2.65M 0.68%
45,287
+1,017
39
$2.64M 0.68%
+211,750
40
$2.56M 0.66%
10,938
+258
41
$2.55M 0.66%
+248,887
42
$2.53M 0.65%
+228,504
43
$2.47M 0.64%
+259,910
44
$2.47M 0.64%
+291,022
45
$2.46M 0.63%
+392,959
46
$2.45M 0.63%
+184,793
47
$2.43M 0.63%
+252,940
48
$2.4M 0.62%
+237,686
49
$2.38M 0.61%
+234,519
50
$2.32M 0.6%
+109,397
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