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
151
$1.3M 0.35%
8,670
+26
152
$1.3M 0.35%
8,165
+1,535
153
$1.3M 0.35%
20,056
+3,571
154
$1.3M 0.35%
8,083
-939
155
$1.29M 0.34%
411
-26
156
$1.29M 0.34%
36,090
+2,996
157
$1.29M 0.34%
1,397
-245
158
$1.29M 0.34%
10,216
-716
159
$1.28M 0.34%
5,740
-80
160
$1.28M 0.34%
15,892
+3,468
161
$1.27M 0.34%
2,677
-366
162
$1.26M 0.33%
3,911
-39
163
$1.25M 0.33%
+4,251
164
$1.24M 0.33%
12,500
165
$1.24M 0.33%
17,127
-428
166
$1.23M 0.33%
+5,191
167
$1.22M 0.32%
+16,768
168
$1.2M 0.32%
+6,185
169
$1.19M 0.32%
3,223
-475
170
$1.17M 0.31%
+4,834
171
$1.17M 0.31%
10,673
-1,565
172
$1.15M 0.31%
2,327
+206
173
$1.13M 0.3%
9,833
+4,365
174
$1.12M 0.3%
546
-152
175
$1.12M 0.3%
13,887
5 6
7
8 9