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
126
$1.38M 0.37%
19,141
-1,124
127
$1.37M 0.36%
2,906
+139
128
$1.36M 0.36%
+36,600
129
$1.36M 0.36%
+3,181
130
$1.35M 0.36%
17,520
+1,499
131
$1.35M 0.36%
11,864
+1,343
132
$1.34M 0.36%
7,409
-374
133
$1.34M 0.36%
12,816
+1,527
134
$1.34M 0.35%
6,053
+101
135
$1.33M 0.35%
9,124
-114
136
$1.33M 0.35%
+18,062
137
$1.33M 0.35%
17,340
-1,470
138
$1.33M 0.35%
5,906
+126
139
$1.33M 0.35%
19,760
+910
140
$1.33M 0.35%
+51,607
141
$1.33M 0.35%
+14,991
142
$1.33M 0.35%
7,797
+1,340
143
$1.32M 0.35%
+18,114
144
$1.32M 0.35%
7,907
+963
145
$1.32M 0.35%
7,803
-181
146
$1.32M 0.35%
6,375
-253
147
$1.31M 0.35%
3,800
-490
148
$1.31M 0.35%
2,249
-190
149
$1.31M 0.35%
11,135
-582
150
$1.31M 0.35%
16,747
+158
4 5
6
7 8