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
$281M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
156
New
Increased
Reduced
Closed

Top Buys

1 +$11.8M
2 +$9.22M
3 +$8.37M
4
META icon
Meta Platforms (Facebook)
META
+$8.06M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$7.65M

Top Sells

No sells this quarter

Sector Composition

1 Technology 44.8%
2 Communication Services 14.64%
3 Healthcare 11.35%
4 Financials 9.74%
5 Industrials 4.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
151
$226K 0.08%
+1,040
152
$225K 0.08%
+299
153
$222K 0.08%
+1,479
154
$220K 0.08%
+9,629
155
$209K 0.07%
+874
156
$204K 0.07%
+3,779