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
76
$1.14M 0.41%
17,635
+1,440
77
$1.14M 0.41%
11,288
+1,257
78
$1.14M 0.41%
7,476
+769
79
$1.14M 0.41%
3,790
+249
80
$1.14M 0.41%
8,482
-2,103
81
$1.13M 0.4%
20,070
-2,190
82
$1.13M 0.4%
6,815
+161
83
$1.13M 0.4%
24,740
+2,339
84
$1.12M 0.4%
6,203
+62
85
$1.12M 0.4%
9,648
-1,433
86
$1.12M 0.4%
13,862
+953
87
$1.12M 0.4%
2,976
-433
88
$1.11M 0.4%
7,755
-1,189
89
$1.11M 0.4%
7,534
+780
90
$1.11M 0.4%
7,338
-905
91
$1.11M 0.4%
6,610
+1,214
92
$1.1M 0.39%
+6,307
93
$1.09M 0.39%
+14,164
94
$1.09M 0.39%
+2,884
95
$1.09M 0.39%
+12,553
96
$1.08M 0.39%
12,375
97
$1.08M 0.39%
8,605
+37
98
$1.08M 0.38%
10,487
+407
99
$1.07M 0.38%
6,194
-256
100
$1.07M 0.38%
12,280
+2,367
2 3
4
5 6