AI

AXS Investments Portfolio holdings

AUM $248M
1-Year Est. Return 15.95%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+15.95%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$362M
AUM Growth
+$2.44M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
243
New
Increased
Reduced
Closed

Top Buys

1
+$9.17M
2
+$8.93M
3
+$6.86M
4
PFFV icon
Global X Variable Rate Preferred ETF
PFFV
+$6.53M
5
MORT icon
VanEck Mortgage REIT Income ETF
MORT
+$6.35M

Top Sells

1
+$2.78M
2
+$2.76M
3
+$2.54M
4
TMO icon
Thermo Fisher Scientific
TMO
+$2.16M
5
HUBB icon
Hubbell
HUBB
+$2.12M

Sector Composition

1 Technology 28.35%
2 Real Estate 10.96%
3 Healthcare 9.87%
4 Financials 9.85%
5 Communication Services 6.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$231K 0.06%
1,543
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