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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 $71,548,463
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ehang Holdings Ltd
 EH 3,972,808 $26,021,893 36.37%
2.
John Hancock Preferred Income Fund Ii
 HPF 245,354 $3,893,773 5.44%
3.
Spdr Series Trust - ST STR BLO 1 ETF
 24,316 $2,228,333 3.11%
4.
Sector Spdr Trust
 XLE 6,016 $1,146,168 1.6%
5.
Zacks Trust - FOCUS GROWTH ETF
 34,897 $1,109,027 1.55%
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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Past performance does not guarantee future returns. Click to see how the portfolio is constructed.