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
$376M
AUM Growth
+$17.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
253
New
Increased
Reduced
Closed

Top Buys

1
+$5.52M
2
+$3.07M
3
+$2.85M
4
SH icon
ProShares Short S&P500
SH
+$2.39M
5
SDS icon
ProShares UltraShort S&P500
SDS
+$2.28M

Top Sells

1
+$2.44M
2
+$2.1M
3
+$2.05M
4
BIZD icon
VanEck BDC Income ETF
BIZD
+$1.95M
5
ASML icon
ASML
ASML
+$1.85M

Sector Composition

1 Technology 30.16%
2 Real Estate 14.8%
3 Healthcare 9.91%
4 Financials 9.85%
5 Communication Services 7.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.97M 0.52%
23,508
-2,200
52
$1.96M 0.52%
154,308
-10,860
53
$1.96M 0.52%
37,318
-1,600
54
$1.94M 0.51%
7,918
-1,566
55
$1.91M 0.51%
16,750
-206
56
$1.9M 0.5%
+4,878
57
$1.9M 0.5%
163,407
-23,223
58
$1.88M 0.5%
143,875
-11,888
59
$1.87M 0.5%
3,681
-507
60
$1.86M 0.49%
3,595
-876
61
$1.84M 0.49%
+7,150
62
$1.81M 0.48%
+10,296
63
$1.81M 0.48%
258,288
-9,378
64
$1.8M 0.48%
141,384
-8,035
65
$1.8M 0.48%
18,784
-1,452
66
$1.8M 0.48%
23,347
-3,277
67
$1.79M 0.48%
171,384
-22,860
68
$1.79M 0.48%
6,676
-512
69
$1.78M 0.47%
138,371
-25,635
70
$1.77M 0.47%
127,695
-19,367
71
$1.77M 0.47%
+21,484
72
$1.76M 0.47%
86,482
-13,290
73
$1.75M 0.46%
122,417
-9,554
74
$1.74M 0.46%
310,032
+10,875
75
$1.73M 0.46%
152,084
-19,466
1 2
3
4 5