AI

AXS Investments Portfolio holdings

AUM $248M
1-Year Est. Return 15.95%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+15.95%
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
+$4.16M
2
+$3.64M
3
+$3.28M
4
ABR icon
Arbor Realty Trust
ABR
+$3.11M
5
RITM icon
Rithm Capital
RITM
+$3.06M

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 20.48%
3 Financials 10.23%
4 Healthcare 9.1%
5 Communication Services 6.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
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-2,844
477
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-6,000
478
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-450
479
– –
-2,035
480
– –
-2,280
481
– –
-1,720
482
– –
-257
483
– –
-67
484
– –
-2,370
485
– –
-1,015
16 17 18 19
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