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
$280M
AUM Growth
+$22.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
366
New
Increased
Reduced
Closed

Top Buys

1
+$2.19M
2
+$1.91M
3
+$1.81M
4
FRT icon
Federal Realty Investment Trust
FRT
+$1.4M
5
AIG icon
American International
AIG
+$1.31M

Top Sells

1
+$1.65M
2
+$1.15M
3
+$1.14M
4
MAC icon
Macerich
MAC
+$1.14M
5
NUE icon
Nucor
NUE
+$1.14M

Sector Composition

1 Technology 31.1%
2 Financials 13.97%
3 Real Estate 13.13%
4 Healthcare 11.79%
5 Communication Services 8.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$163K 0.06%
+4,289
202
$163K 0.06%
+1,086
203
$158K 0.06%
+2,575
204
$156K 0.06%
+3,700
205
$152K 0.05%
+460
206
$152K 0.05%
+5,755
207
$152K 0.05%
+9,505
208
$151K 0.05%
+4,295
209
$150K 0.05%
+1,865
210
$149K 0.05%
+2,265
211
$149K 0.05%
+2,100
212
$149K 0.05%
1,127
-8,640
213
$147K 0.05%
+1,513
214
$147K 0.05%
+1,615
215
$145K 0.05%
+10,315
216
$140K 0.05%
+4,218
217
$136K 0.05%
+3,061
218
$132K 0.05%
+323
219
$131K 0.05%
+1,418
220
$130K 0.05%
+4,820
221
$127K 0.05%
278
-505
222
$120K 0.04%
+859
223
$118K 0.04%
+2,343
224
$118K 0.04%
+567
225
$117K 0.04%
+1,397
7 8
9
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