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
176
$1.03M 0.27%
27,798
-7,666
177
$1.03M 0.27%
+27,998
178
$973K 0.26%
+12,070
179
$897K 0.24%
82,790
+25,548
180
$779K 0.21%
12,500
-14,200
181
$747K 0.2%
4,300
182
$739K 0.2%
5,831
-1,608
183
$731K 0.19%
5,500
184
$729K 0.19%
3,456
-654
185
$714K 0.19%
6,000
186
$698K 0.19%
70,447
187
$648K 0.17%
4,539
-1,693
188
$627K 0.17%
12,184
-4,094
189
$589K 0.16%
3,121
-1,762
190
$567K 0.15%
3,272
-634
191
$553K 0.15%
29,068
-2,385
192
$538K 0.14%
4,682
-1,291
193
$536K 0.14%
16,100
+6,100
194
$524K 0.14%
1,066
+17
195
$519K 0.14%
3,300
196
$504K 0.13%
12,000
197
$493K 0.13%
2,001
-1,131
198
$488K 0.13%
6,047
-1,175
199
$488K 0.13%
2,740
-754
200
$476K 0.13%
6,000
6 7
8
9 10