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
$303M
AUM Growth
+$22.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
424
New
Increased
Reduced
Closed

Top Buys

1
+$4.87M
2
+$1.82M
3
+$1.28M
4
MSI icon
Motorola Solutions
MSI
+$1.23M
5
DECK icon
Deckers Outdoor
DECK
+$1.22M

Top Sells

1
+$3.87M
2
+$2.43M
3
+$1.24M
4
FI icon
Fiserv
FI
+$1.23M
5
EA icon
Electronic Arts
EA
+$1.19M

Sector Composition

1 Technology 32.72%
2 Financials 13.03%
3 Healthcare 12.41%
4 Real Estate 11.56%
5 Communication Services 8.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.45M 0.48%
45,706
-4,806
52
$1.44M 0.48%
5,451
-171
53
$1.43M 0.47%
5,779
+157
54
$1.41M 0.47%
16,434
-1,726
55
$1.36M 0.45%
6,915
-642
56
$1.36M 0.45%
2,032
+11
57
$1.35M 0.45%
23,249
-2,088
58
$1.35M 0.45%
35,511
+29,600
59
$1.34M 0.44%
23,715
+3,645
60
$1.33M 0.44%
13,505
-495
61
$1.33M 0.44%
12,477
+643
62
$1.31M 0.43%
5,324
-197
63
$1.31M 0.43%
68,045
-8,448
64
$1.31M 0.43%
10,410
+410
65
$1.3M 0.43%
12,537
+1,339
66
$1.3M 0.43%
31,938
+5,939
67
$1.3M 0.43%
7,838
-568
68
$1.29M 0.43%
11,000
69
$1.28M 0.42%
+1,773
70
$1.26M 0.42%
4,941
+222
71
$1.26M 0.42%
7,842
+555
72
$1.26M 0.41%
152,693
+10,000
73
$1.25M 0.41%
9,279
+693
74
$1.24M 0.41%
10,111
-702
75
$1.23M 0.41%
+4,308
1 2
3
4 5