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
$303M
AUM Growth
+$22.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
424
New
Increased
Reduced
Closed

Top Buys

1
+$4.87M
2
+$1.82M
3
+$1.28M
4
MSI icon
Motorola Solutions
MSI
+$1.23M
5
DECK icon
Deckers Outdoor
DECK
+$1.22M

Top Sells

1
+$3.87M
2
+$2.43M
3
+$1.24M
4
FI icon
Fiserv
FI
+$1.23M
5
EA icon
Electronic Arts
EA
+$1.19M

Sector Composition

1 Technology 32.72%
2 Financials 13.03%
3 Healthcare 12.41%
4 Real Estate 11.56%
5 Communication Services 8.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$949K 0.31%
47,097
+12,258
127
$933K 0.31%
18,527
-2,195
128
$917K 0.3%
100,672
-4,004
129
$889K 0.29%
+20,500
130
$881K 0.29%
+344,322
131
$870K 0.29%
+2,811
132
$869K 0.29%
+447,750
133
$857K 0.28%
+338,811
134
$844K 0.28%
+1,727,827
135
$833K 0.28%
6,913
-9,841
136
$830K 0.27%
+6,227
137
$800K 0.26%
4,187
-87
138
$800K 0.26%
+590,809
139
$777K 0.26%
3,745
-802
140
$743K 0.25%
+217,352
141
$732K 0.24%
7,479
-234
142
$728K 0.24%
11,952
-1,258
143
$728K 0.24%
+877,365
144
$719K 0.24%
3,707
-115
145
$713K 0.24%
+40,762
146
$704K 0.23%
37,876
147
$703K 0.23%
11,333
-773
148
$691K 0.23%
3,092
-278
149
$689K 0.23%
3,777
-2,426
150
$681K 0.23%
4,959
-520
4 5
6
7 8