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
126
$1.17M 0.3%
9,672
+260
127
$1.16M 0.3%
10,560
-600
128
$1.16M 0.3%
21,389
+1,623
129
$1.16M 0.3%
+1,594
130
$1.16M 0.3%
21,064
-1,525
131
$1.16M 0.3%
10,229
-929
132
$1.15M 0.3%
5,709
+5,631
133
$1.15M 0.3%
13,000
+2,000
134
$1.15M 0.3%
16,407
+2,820
135
$1.14M 0.3%
41,698
+8,545
136
$1.14M 0.29%
+3,993
137
$1.14M 0.29%
8,789
-149
138
$1.14M 0.29%
2,483
-127
139
$1.12M 0.29%
15,183
-2,312
140
$1.12M 0.29%
7,762
+895
141
$1.11M 0.29%
7,284
+108
142
$1.11M 0.29%
8,980
+975
143
$1.1M 0.29%
6,028
-1,183
144
$1.1M 0.28%
13,201
-2,219
145
$1.1M 0.28%
69,000
+19,000
146
$1.08M 0.28%
16,000
+9,000
147
$1.08M 0.28%
10,500
-8,500
148
$1.03M 0.27%
+24,500
149
$1.02M 0.26%
13,471
-3,454
150
$1M 0.26%
2,072
-2,515
4 5
6
7 8