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
201
$220K 0.07%
83
+68
202
$218K 0.07%
6,336
+583
203
$218K 0.07%
4,875
-328
204
$214K 0.07%
441
-47
205
$213K 0.07%
1,338
+217
206
$209K 0.07%
7,356
-1,914
207
$203K 0.07%
1,312
+185
208
$200K 0.07%
679
+37
209
$198K 0.07%
8,638
-8,635
210
$191K 0.06%
4,353
-4,350
211
$187K 0.06%
4,813
-823
212
$186K 0.06%
4,312
-4,611
213
$181K 0.06%
2,402
-163
214
$179K 0.06%
2,162
-14,961
215
$175K 0.06%
608
-70
216
$170K 0.06%
+1,100
217
$165K 0.05%
10,380
+875
218
$165K 0.05%
+235
219
$163K 0.05%
455
-5
220
$163K 0.05%
2,565
+1,083
221
$163K 0.05%
2,251
+804
222
$162K 0.05%
2,585
+1,454
223
$159K 0.05%
+295
224
$157K 0.05%
1,355
-163
225
$157K 0.05%
1,784
-158
7 8
9
10 11