AI

AXS Investments Portfolio holdings

AUM $230M
1-Year Est. Return 23.43%
This Quarter Est. Return
1 Year Est. Return
+23.43%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$362M
AUM Growth
+$2.44M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
243
New
Increased
Reduced
Closed

Top Buys

1
+$9.25M
2
+$9.12M
3
+$6.87M
4
PFFV icon
Global X Variable Rate Preferred ETF
PFFV
+$6.47M
5
MORT icon
VanEck Mortgage REIT Income ETF
MORT
+$6.33M

Top Sells

1
+$2.76M
2
+$2.54M
3
+$2.32M
4
HUBB icon
Hubbell
HUBB
+$2.12M
5
TMO icon
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
$1.39M 0.38%
2,065
-128
102
$1.38M 0.38%
5,208
-583
103
$1.38M 0.38%
14,445
-2,190
104
$1.37M 0.38%
1,664
-359
105
$1.37M 0.38%
+5,895
106
$1.36M 0.38%
5,557
-353
107
$1.36M 0.38%
141,528
-4,652
108
$1.35M 0.37%
3,913
-501
109
$1.35M 0.37%
15,014
+578
110
$1.34M 0.37%
4,991
-159
111
$1.34M 0.37%
18,922
+2,036
112
$1.34M 0.37%
5,278
-609
113
$1.34M 0.37%
4,290
-769
114
$1.33M 0.37%
8,675
-353
115
$1.33M 0.37%
21,566
-2,906
116
$1.33M 0.37%
4,687
-439
117
$1.32M 0.37%
4,451
-2,155
118
$1.32M 0.36%
7,629
-934
119
$1.32M 0.36%
12,795
-6,509
120
$1.31M 0.36%
17,495
-379
121
$1.31M 0.36%
11,885
-630
122
$1.31M 0.36%
7,813
-2,179
123
$1.31M 0.36%
51,620
-964
124
$1.3M 0.36%
21,801
+1,000
125
$1.3M 0.36%
16,617
-36
3 4
5
6 7