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
101
$1.59M 0.42%
18,414
-4,658
102
$1.58M 0.42%
3,891
-243
103
$1.58M 0.42%
37,746
-9,220
104
$1.57M 0.42%
30,893
-7,921
105
$1.56M 0.42%
31,908
-8,222
106
$1.56M 0.41%
5,736
-114
107
$1.53M 0.41%
+14,848
108
$1.49M 0.4%
5,881
-675
109
$1.46M 0.39%
34,914
+2,406
110
$1.45M 0.39%
1,639
-132
111
$1.44M 0.38%
13,932
+3,707
112
$1.44M 0.38%
27,091
-817
113
$1.43M 0.38%
7,240
-879
114
$1.42M 0.38%
9,919
-378
115
$1.42M 0.38%
60,567
+19,376
116
$1.41M 0.38%
3,386
+162
117
$1.41M 0.37%
+11,424
118
$1.41M 0.37%
18,028
-1,149
119
$1.41M 0.37%
8,672
-418
120
$1.39M 0.37%
+37,101
121
$1.39M 0.37%
14,447
+2,821
122
$1.39M 0.37%
15,671
+2,962
123
$1.38M 0.37%
+9,912
124
$1.38M 0.37%
1,327
+16
125
$1.38M 0.37%
10,925
+1,901
3 4
5
6 7