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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 $109,323,041
Fund Holdings Sector Distribution
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ehang Holdings Ltd
 EH 3,902,410 $65,560,488 59.96%
2.
Kraneshares Tr
 961,795 $25,968,465 23.75%
3.
Carnival Corp
 CCL 397,050 $7,361,307 6.73%
4.
John Hancock Preferred Income Fund Ii
 HPF 88,000 $1,388,640 1.27%
5.
Procter & Gamble Co
 PG 7,495 $1,098,317 1%
Insider Monkey Quarterly Strategy
+246.9% Insider Monkey Quarterly Strategy
+107.5% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
200%
100%
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Returns since its inception in May 2014 (through Feb 16th, 2024)