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AXS Dynamic Opportunity Fund | ADOIXMutual Fund | |
| AXS Dynamic Opportunity Fund | |
| Last update 2026-05-26 | 32 Stocks (3 new) |
| Value $33.00 Mil | Turnover 10 % |
AXS Dynamic Opportunity Fund Top Holdings of 2026-03-31
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
NVDA | NVIDIA Corp | 20,000 | 3,488.0 | -38.35% | 10.590 | -6.27% | 0.000 | +9.68% | +5.08% | 4,741,018.5 | Semiconductors | |
VRT | Vertiv Holdings Co | 12,500 | 3,132.3 | 0% | 9.510 | 0% | 0.000 | +17.92% | +101.05% | 125,054.3 | Industrial Products | |
AAPL | Apple Inc | 10,054 | 2,551.6 | -4.93% | 7.740 | -0.38% | 0.000 | +9.02% | +1.40% | 4,041,226.0 | Hardware | |
TSLA | Tesla Inc | 5,951 | 2,212.3 | -9.38% | 6.710 | -0.75% | 0.000 | -2.81% | -16.59% | 1,408,847.1 | Vehicles & Parts | |
PLTR | Palantir Technologies Inc | 15,086 | 2,206.8 | -30.24% | 6.700 | -3.14% | 0.000 | -30.78% | -39.65% | 257,159.7 | Software | |
AMZN | Amazon.com Inc | 8,500 | 1,770.3 | 0% | 5.370 | 0% | 0.000 | +7.23% | -1.65% | 2,441,971.4 | Retail - Cyclical | |
AVGO | Broadcom Inc | 5,707 | 1,766.4 | +89.85% | 5.360 | +2.54% | 0.000 | +19.04% | +9.88% | 1,802,694.7 | Semiconductors | |
META | Meta Platforms Inc | 2,800 | 1,602.0 | 0% | 4.860 | 0% | 0.000 | -8.66% | -17.61% | 1,378,033.9 | Interactive Media | |
GOOGL | Alphabet Inc | 5,000 | 1,437.8 | 0% | 4.360 | 0% | 0.000 | +18.21% | +9.95% | 4,192,777.8 | Interactive Media | |
FTAI | FTAI Aviation Ltd | 5,500 | 1,347.5 | 0% | 4.090 | 0% | 0.010 | +8.97% | +36.81% | 27,533.3 | Aerospace & Defense |
AXS Dynamic Opportunity Fund's Historical Top Holdings Breakdowns
AXS Dynamic Opportunity Fund's Top Stock Picks
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| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
NVDA | NVIDIA Corp | 2026-03-31 | Reduce Reduce | -6.27% | 165.17 ($183.46) 195.56 | $195.74 | 6.69% | Reduce -38.35% | 20,000 | -12,440 | |
PLTR | Palantir Technologies Inc | 2026-03-31 | Reduce Reduce | -3.14% | 128.84 ($152.9) 181.68 | $107.27 | -29.84% | Reduce -30.24% | 15,086 | -6,540 | |
KLAC | KLA Corp | 2026-03-31 | New Buy New Buy | +2.69% | 127.45 ($146.3) 168.47 | $258.80 | 76.90% | New holding | 6,010 | 601 | |
AVGO | Broadcom Inc | 2026-03-31 | Add Add | +2.54% | 293.41 ($329.05) 354.61 | $378.91 | 15.15% | Add 89.85% | 5,707 | 2,701 | |
LRCX | Lam Research Corp | 2026-03-31 | New Buy New Buy | +2.45% | 185.06 ($223.59) 249.48 | $401.82 | 79.71% | New holding | 3,785 | 3,785 | |
NFLX | Netflix Inc | 2026-03-31 | Reduce Reduce | -2.13% | 75.86 ($88.11) 99.17 | $70.90 | -19.53% | Reduce -46.34% | 9,750 | -8,420 | |
CRWD | CrowdStrike Holdings Inc | 2026-03-31 | Sold Out Sold Out | -1.97% | 350.25 ($423.87) 478.91 | $678.65 | 60.11% | Sold Out | 0 | -1,557 | |
APP | AppLovin Corp | 2026-03-31 | New Buy New Buy | +1.81% | 366.91 ($483.34) 668.63 | $445.93 | -7.74% | New holding | 1,502 | 1,502 | |
ADP | Automatic Data Processing Inc | 2026-03-31 | Sold Out Sold Out | -1.54% | 201.25 ($229.3) 266.02 | $216.31 | -5.67% | Sold Out | 0 | -2,209 | |
TSLA | Tesla Inc | 2026-03-31 | Reduce Reduce | -0.75% | 355.28 ($411.95) 451.67 | $375.12 | -8.94% | Reduce -9.38% | 5,951 | -616 |
AXS Dynamic Opportunity Fund Total Holding History ($B)
AXS Dynamic Opportunity Fund's Asset Allocation
AXS Dynamic Opportunity Fund Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
Top Ranked Articles
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AXS Dynamic Opportunity Fund's Hypothetical Growth since 2026-03-31
AXS Dynamic Opportunity Fund's Yearly Returns
This information is only displayed for Gurus who publicly disclose audited performance records; most hedge funds and private investment firms do not publish such data or only provide limited historical performance information.
| Year | Portfolio % | % | Excess Gain % |
|---|
AXS Dynamic Opportunity Fund's Holdings Heat Map
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AXS Dynamic Opportunity Fund's Holdings Bubble Chart
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