AI
AXS Investments Portfolio holdings
AUM
$244M
1-Year Est. Return
23.22%
1 Year Est. Return
+23.22%
AUM
$362M
AUM Growth
+$2.44M
(+0.68%)
Holding
243
Top Buys
| 1 | +$9.25M | |
| 2 | +$9.12M | |
| 3 | +$6.87M | |
| 4 |
Global X Variable Rate Preferred ETF
PFFV
|
+$6.47M |
| 5 |
VanEck Mortgage REIT Income ETF
MORT
|
+$6.33M |
Top Sells
| 1 | +$2.76M | |
| 2 | +$2.54M | |
| 3 | +$2.32M | |
| 4 |
Hubbell
HUBB
|
+$2.12M |
| 5 |
Thermo Fisher Scientific
TMO
|
+$1.99M |
Sector Composition
| 1 | Technology | 28.35% |
| 2 | Real Estate | 10.96% |
| 3 | Healthcare | 9.87% |
| 4 | Financials | 9.85% |
| 5 | Communication Services | 6.05% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
101
McKesson
MCK
$97.8B
| $1.39M | 0.38% |
2,065
-128
|
|
||
102
CME Group
CME
$96.6B
| $1.38M | 0.38% |
5,208
-583
|
|
||
103
O'Reilly Automotive
ORLY
$86.2B
| $1.38M | 0.38% |
14,445
-2,190
|
|
||
104
Eli Lilly
LLY
$720B
| $1.37M | 0.38% |
1,664
-359
|
|
||
105
Veeva Systems
VEEV
$46.5B
| $1.37M | 0.38% |
+5,895
|
|
||
106
Marsh & McLennan
MMC
$92.9B
| $1.36M | 0.38% |
5,557
-353
|
|
||
107
AGNC Investment
AGNC
$10.5B
| $1.36M | 0.38% |
141,528
-4,652
|
|
||
108
Arthur J. Gallagher & Co
AJG
$71.9B
| $1.35M | 0.37% |
3,913
-501
|
|
||
109
Merck
MRK
$212B
| $1.35M | 0.37% |
15,014
+578
|
|
||
110
American Express
AXP
$241B
| $1.34M | 0.37% |
4,991
-159
|
|
||
111
Ormat Technologies
ORA
$6.57B
| $1.34M | 0.37% |
18,922
+2,036
|
|
||
112
Ecolab
ECL
$78.5B
| $1.34M | 0.37% |
5,278
-609
|
|
||
113
Amgen
AMGN
$161B
| $1.34M | 0.37% |
4,290
-769
|
|
||
114
Qualcomm
QCOM
$176B
| $1.33M | 0.37% |
8,675
-353
|
|
||
115
Cisco
CSCO
$277B
| $1.33M | 0.37% |
21,566
-2,906
|
|
||
116
Progressive
PGR
$132B
| $1.33M | 0.37% |
4,687
-439
|
|
||
117
Verisk Analytics
VRSK
$32.5B
| $1.32M | 0.37% |
4,451
-2,155
|
|
||
118
Intercontinental Exchange
ICE
$87.9B
| $1.32M | 0.36% |
7,629
-934
|
|
||
119
Pultegroup
PHM
$24.6B
| $1.32M | 0.36% |
12,795
-6,509
|
|
||
120
Sysco
SYY
$38.2B
| $1.31M | 0.36% |
17,495
-379
|
|
||
121
Church & Dwight Co
CHD
$21.6B
| $1.31M | 0.36% |
11,885
-630
|
|
||
122
Broadcom
AVGO
$1.65T
| $1.31M | 0.36% |
7,813
-2,179
|
|
||
123
Pfizer
PFE
$139B
| $1.31M | 0.36% |
51,620
-964
|
|
||
124
General Mills
GIS
$25.8B
| $1.3M | 0.36% |
21,801
+1,000
|
|
||
125
Charles Schwab
SCHW
$171B
| $1.3M | 0.36% |
16,617
-36
|
|