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
Main Sectors:
Top Industries:
| Rank | Symbol | Name | Price | % Change | Shares | % Change Shares | Market Value | Avg. Price Paid | % Weight |
|---|---|---|---|---|---|---|---|---|---|
| 1 | EH | EHang Holdings ... | 14.54 | -1.92% | 4.56M | -1.07% | 71.73M | 11.88 | 76.37% |
| 2 | CLF | Cleveland-Cliff... | 7.01 | -3.97% | 202.96K | +100.00% | 1.91M | 9.4 | 2.03% |
| 3 | PG | The Procter & G... | 165.99 | -2.11% | 6.58K | -1.3% | 1.1M | 129.37 | 1.17% |
| 4 | MSFT | Microsoft Corpo... | 359.54 | -2.24% | 2.54K | -0.59% | 1.07M | 254.67 | 1.14% |
| 5 | QUAL | iShares MSCI US... | 158.00 | -2.12% | 4.23K | +48.11% | 752.74K | 171.33 | 0.80% |
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