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Home > Institutional Investor > Axim Planning & Wealth > Profile

Instuitional Investor - Axim Planning & Wealth

Fund Profile
Filing Period:
Fund Name: Axim Planning & Wealth
Portfolio Value $82,441,450
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ehang Holdings Ltd
 EH 4,112,060 $39,928,103 48.43%
2.
John Hancock Preferred Income Fund Ii
 HPF 272,251 $4,249,838 5.15%
3.
Spdr Series Trust
 25,321 $2,320,382 2.81%
4.
Arrow Invts Tr - RESV CAP ETF
 16,020 $1,603,001 1.94%
5.
Agf Invts Tr
 75,708 $1,056,884 1.28%
Insider Monkey Quarterly Strategy
+599.2% Insider Monkey Quarterly Strategy
+227% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
500%
250%
0%

Returns since its inception in May 2014 (through June 2, 2026)

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