Axim Planning & Wealth

CIK Number: 0001950607

93.93M
Market Value
40
# of Holdings
5 months
Avg. Holding Period
41.46%
Win Rate
-4.54%
Peformance 3-Years
Rank Symbol Name Price % Change Shares % Change Shares Market Value Avg. Price Paid % Weight
1 EH EHang Holdings ...
19.84
-5.03% 4.56M -1.07% 71.73M 11.88 76.37%
2 CLF Cleveland-Cliff...
8.09
-1.58% 202.96K +100.00% 1.91M 9.4 2.03%
3 PG The Procter & G...
170.47
+0.03% 6.58K -1.3% 1.1M 129.37 1.17%
4 MSFT Microsoft Corpo...
382.02
+1.77% 2.54K -0.59% 1.07M 254.67 1.14%
5 QUAL iShares MSCI US...
171.24
+0.20% 4.23K +48.11% 752.74K 171.33 0.80%

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