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
51
$2.28M 0.59%
+338,116
52
$2.16M 0.56%
10,428
-113
53
$2.12M 0.55%
20,632
-1,679
54
$2.12M 0.55%
12,638
+7,715
55
$2.09M 0.54%
12,567
+7,458
56
$2.08M 0.54%
9,667
+5,163
57
$2.05M 0.53%
34,925
-4,519
58
$2M 0.52%
43,528
+15,732
59
$1.91M 0.49%
28,241
+17,558
60
$1.86M 0.48%
+23,000
61
$1.86M 0.48%
170,581
+20,000
62
$1.84M 0.47%
14,464
-2,938
63
$1.8M 0.47%
3,562
-277
64
$1.76M 0.46%
4,828
-1,522
65
$1.76M 0.45%
6,429
+3,906
66
$1.72M 0.44%
17,782
-250
67
$1.66M 0.43%
4,410
-364
68
$1.66M 0.43%
55,000
-22,000
69
$1.57M 0.4%
5,480
-266
70
$1.54M 0.4%
5,632
-24
71
$1.54M 0.4%
19,631
+537
72
$1.53M 0.4%
16,346
+241
73
$1.48M 0.38%
18,906
+632
74
$1.47M 0.38%
70,000
-50,000
75
$1.4M 0.36%
2,604
-617
1 2
3
4 5