Axim Planning & Wealth 13F Portfolio
| Entity | Category | QoQ AUM Change | AUM (13F) | # of Holdings | Performance Rank | Equities Trend |
|---|---|---|---|---|---|---|
AP Axim Planning & Wealth | Institutional Filer | ▼ 13.28% | $82.4M | 83 |
Current Portfolio Holdings
Showing all 83 reported positions by value
| # | Stock | Company Name | Sector | Shares Held | Market Value | % of Portfolio |
|---|---|---|---|---|---|---|
| 1 | EH | EHang Holdings Limited | Industrials | 4.1M | $39.9M | 48.43% |
| 2 | HPF | HANCOCK JOHN PFD INCOME FD I | — | 272K | $4.2M | 5.15% |
| 3 | BIL | SPDR SERIES TRUST | — | 25K | $2.3M | 2.81% |
| 4 | ARCM | ARROW INVTS TR | — | 16K | $1.6M | 1.94% |
| 5 | NIO | NIO Inc. | Consumer Cyclical | 190K | $1.1M | 1.39% |
| 6 | BTAL | AGF INVTS TR | — | 76K | $1.1M | 1.28% |
| 7 | MSFT | Microsoft Corporation | Technology | 2K | $924K | 1.12% |
| 8 | GROZ | ZACKS TRUST | — | 33K | $905K | 1.10% |
| 9 | XLK | Technology Select Sector SPDR Fund | — | 7K | $904K | 1.10% |
| 10 | CLF | Cleveland-Cliffs Inc. | Basic Materials | 99K | $840K | 1.02% |
| 11 | USB | U.S. Bancorp | Financial Services | 16K | $818K | 0.99% |
| 12 | SMIZ | ZACKS TRUST | — | 22K | $811K | 0.98% |
| 13 | PG | The Procter & Gamble Company | Consumer Defensive | 6K | $808K | 0.98% |
| 14 | ZECP | ZACKS TRUST | — | 23K | $766K | 0.93% |
| 15 | BSJR | INVESCO EXCH TRD SLF IDX FD | — | 33K | $729K | 0.88% |
Showing 1 to 15 of 83 holdings