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
51
$1.41M 0.51%
8,553
+732
52
$1.41M 0.5%
76,493
+4,505
53
$1.4M 0.5%
14,000
54
$1.39M 0.5%
18,160
-4,765
55
$1.38M 0.49%
16,856
+3,314
56
$1.37M 0.49%
5,521
+669
57
$1.35M 0.48%
5,622
+21
58
$1.33M 0.48%
25,999
-409
59
$1.31M 0.47%
11,834
-1,726
60
$1.31M 0.47%
+20,722
61
$1.3M 0.47%
3,564
-674
62
$1.28M 0.46%
17,123
+14,701
63
$1.27M 0.45%
10,813
+678
64
$1.26M 0.45%
11,000
65
$1.25M 0.45%
50,512
-9,900
66
$1.24M 0.44%
7,557
-192
67
$1.22M 0.44%
8,406
+1,223
68
$1.22M 0.43%
11,058
+905
69
$1.21M 0.43%
7,287
-434
70
$1.2M 0.43%
+21,134
71
$1.19M 0.42%
44,930
+2,959
72
$1.17M 0.42%
8,586
+173
73
$1.16M 0.42%
14,611
-1,342
74
$1.15M 0.41%
+25,337
75
$1.14M 0.41%
2,440
+82
1 2
3
4 5