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
101
$1.22M 0.31%
+3,690
102
$1.22M 0.31%
6,389
-497
103
$1.21M 0.31%
17,813
+862
104
$1.21M 0.31%
3,737
-97
105
$1.21M 0.31%
+1,745
106
$1.21M 0.31%
14,889
+14,266
107
$1.2M 0.31%
19,875
-2,190
108
$1.2M 0.31%
13,472
-1,975
109
$1.2M 0.31%
21,687
-6,578
110
$1.2M 0.31%
9,070
-301
111
$1.19M 0.31%
8,706
+128
112
$1.19M 0.31%
15,224
-135
113
$1.18M 0.31%
43,276
+338
114
$1.18M 0.3%
17,888
+1,128
115
$1.18M 0.3%
12,874
+370
116
$1.18M 0.3%
7,886
+330
117
$1.18M 0.3%
12,655
-1,173
118
$1.18M 0.3%
2,292
-167
119
$1.18M 0.3%
10,193
-825
120
$1.17M 0.3%
+10,806
121
$1.17M 0.3%
20,210
+1,763
122
$1.17M 0.3%
12,250
+842
123
$1.17M 0.3%
+4,585
124
$1.17M 0.3%
8,105
+344
125
$1.17M 0.3%
3,699
-26
3 4
5
6 7