AI
AXS Investments Portfolio holdings
AUM
$230M
1-Year Est. Return
23.43%
1 Year Est. Return
+23.43%
AUM
$244M
AUM Growth
-$118M
(-33%)
Holding
217
Top Buys
| 1 | +$2.78M | |
| 2 | +$2.16M | |
| 3 | +$2.13M | |
| 4 |
State Street Blackstone Senior Loan ETF
SRLN
|
+$2.12M |
| 5 |
WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund
AGZD
|
+$2.11M |
Top Sells
| 1 | +$5.36M | |
| 2 | +$4.99M | |
| 3 | +$3.35M | |
| 4 |
iShares Residential and Multisector Real Estate ETF
REZ
|
+$3.19M |
| 5 |
MQQQ
Tradr 2X Long Innovation 100 Monthly ETF
MQQQ
|
+$2.43M |
Sector Composition
| 1 | Technology | 29.73% |
| 2 | Real Estate | 13.76% |
| 3 | Communication Services | 10.34% |
| 4 | Financials | 6.21% |
| 5 | Industrials | 4.24% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
201
Progressive
PGR
$132B
| – | – |
-4,687
|
|
||
202
Pultegroup
PHM
$23.1B
| – | – |
-12,795
|
|
||
203
Prologis
PLD
$114B
| – | – |
-10,665
|
|
||
204
PayPal
PYPL
$58.8B
| – | – |
-18,599
|
|
||
205
Qualcomm
QCOM
$186B
| – | – |
-8,675
|
|
||
206
Ross Stores
ROST
$52.2B
| – | – |
-9,418
|
|
||
207
Charles Schwab
SCHW
$168B
| – | – |
-16,617
|
|
||
208
Sysco
SYY
$35.8B
| – | – |
-17,495
|
|
||
209
TJX Companies
TJX
$163B
| – | – |
-10,593
|
|
||
210
Texas Instruments
TXN
$145B
| – | – |
-6,960
|
|
||
211
Vanguard Long-Term Corporate Bond ETF
VCLT
$7.26B
| – | – |
-20,187
|
|
||
212
Veeva Systems
VEEV
$48.1B
| – | – |
-5,895
|
|
||
213
Vanguard Intermediate-Term Treasury ETF
VGIT
$33B
| – | – |
-25,740
|
|
||
214
Vanguard Mortgage-Backed Securities ETF
VMBS
$14.9B
| – | – |
-32,981
|
|
||
|
MQQQ
215
Tradr 2X Long Innovation 100 Monthly ETF
MQQQ
$65.1M
| – | – |
-21,100
|
|
||
|
QQQP
216
Tradr 2X Long Innovation 100 Quarterly ETF
QQQP
$13.5M
| – | – |
-21,860
|
|
||
|
XYZ
217
Block Inc
XYZ
$36.8B
| – | – |
-20,237
|
|