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
76
$1.72M 0.46%
270,967
+10,528
77
$1.7M 0.45%
4,711
+99
78
$1.69M 0.45%
11,783
-1,368
79
$1.67M 0.44%
18,537
-42
80
$1.66M 0.44%
180,726
-1,883
81
$1.65M 0.44%
+20,362
82
$1.65M 0.44%
21,577
-6,005
83
$1.65M 0.44%
+9,020
84
$1.64M 0.44%
+26,724
85
$1.64M 0.44%
219,237
+11,870
86
$1.64M 0.44%
214,888
-12,659
87
$1.64M 0.43%
24,656
-6,533
88
$1.62M 0.43%
2,775
+46
89
$1.62M 0.43%
19,368
-5,452
90
$1.61M 0.43%
59,018
-15,775
91
$1.61M 0.43%
16,487
-4,465
92
$1.61M 0.43%
+34,136
93
$1.61M 0.43%
+26,638
94
$1.61M 0.43%
9,305
-14,125
95
$1.6M 0.43%
36,949
-9,894
96
$1.6M 0.43%
32,528
-8,416
97
$1.6M 0.43%
20,164
-5,465
98
$1.59M 0.42%
26,980
-7,179
99
$1.59M 0.42%
70,902
-18,062
100
$1.59M 0.42%
33,700
-9,386
2 3
4
5 6