AI

AXS Investments Portfolio holdings

AUM $230M
1-Year Est. Return 23.43%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+23.43%
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
FISV
Fiserv Inc
FISV
+$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
176
$485K 0.16%
2,832
-297
177
$473K 0.16%
+59,078
178
$463K 0.15%
+34,301
179
$438K 0.14%
952
-119
180
$434K 0.14%
+2,056
181
$418K 0.14%
6,377
182
$412K 0.14%
4,156
183
$387K 0.13%
5,209
-2,102
184
$386K 0.13%
3,973
-270
185
$378K 0.12%
2,316
-242
186
$378K 0.12%
+5,381
187
$376K 0.12%
9,519
-9,520
188
$373K 0.12%
15,840
-7,160
189
$368K 0.12%
+12
190
$365K 0.12%
9,763
-1,193
191
$357K 0.12%
+525
192
$355K 0.12%
18,575
-20,500
193
$303K 0.1%
3,446
-422
194
$287K 0.09%
878
-109
195
$278K 0.09%
2,260
+747
196
$277K 0.09%
3,979
-239
197
$263K 0.09%
5,255
-643
198
$242K 0.08%
2,914
+560
199
$230K 0.08%
1,651
+1,420
200
$222K 0.07%
2,234
-757
6 7
8
9 10