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
$281M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
156
New
Increased
Reduced
Closed

Top Buys

1
+$11.8M
2
+$9.22M
3
+$8.37M
4
META icon
Meta Platforms (Facebook)
META
+$8.06M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$7.65M

Top Sells

No sells this quarter

Sector Composition

1 Technology 44.8%
2 Communication Services 14.64%
3 Healthcare 11.35%
4 Financials 9.74%
5 Industrials 4.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.55M 0.55%
+7,121
52
$1.52M 0.54%
+6,888
53
$1.46M 0.52%
+5,727
54
$1.43M 0.51%
+4,500
55
$1.33M 0.47%
+17,726
56
$1.27M 0.45%
+5,494
57
$1.25M 0.44%
+23,677
58
$1.22M 0.43%
+7,175
59
$1.2M 0.43%
+15,503
60
$1.19M 0.42%
+8,386
61
$1.17M 0.41%
+25,746
62
$1.15M 0.41%
+85,840
63
$1.13M 0.4%
+6,991
64
$1.1M 0.39%
+3,055
65
$1.09M 0.39%
+4,908
66
$1.08M 0.38%
+4,423
67
$1.06M 0.38%
+16,219
68
$992K 0.35%
+7,000
69
$987K 0.35%
+4,081
70
$985K 0.35%
+2,666
71
$971K 0.35%
+3,467
72
$968K 0.34%
+15,118
73
$963K 0.34%
+6,328
74
$949K 0.34%
+11,000
75
$926K 0.33%
+11,000
1 2
3
4 5