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
76
$1.38M 0.36%
8,862
-313
77
$1.38M 0.36%
7,656
+224
78
$1.37M 0.35%
9,223
+8,115
79
$1.35M 0.35%
38,007
-3,723
80
$1.32M 0.34%
2,042
-1,837
81
$1.31M 0.34%
3,021
-536
82
$1.31M 0.34%
29,611
-5,053
83
$1.31M 0.34%
4,860
+4,733
84
$1.3M 0.34%
24,251
-3,935
85
$1.3M 0.34%
15,680
-2,830
86
$1.3M 0.33%
11,556
-163
87
$1.29M 0.33%
+21,290
88
$1.29M 0.33%
12,505
+439
89
$1.28M 0.33%
11,566
-588
90
$1.28M 0.33%
80,000
+2,500
91
$1.28M 0.33%
+14,265
92
$1.27M 0.33%
7,968
-602
93
$1.26M 0.33%
55,530
-37,120
94
$1.26M 0.32%
7,181
+38
95
$1.25M 0.32%
492
+2
96
$1.25M 0.32%
37,602
+3,648
97
$1.24M 0.32%
14,266
+218
98
$1.23M 0.32%
6,146
-481
99
$1.23M 0.32%
7,263
-461
100
$1.23M 0.32%
970
+138
2 3
4
5 6