AIP
Alexis Investment Partners Portfolio holdings
AUM
$232M
This Quarter Return
-0.12%
1 Year Return
–
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$204M
AUM Growth
–
Cap. Flow
+$204M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
71.29%
Holding
88
New
88
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Alexis Practical Tactical ETF
LEXI
|
$79.9M |
| 2 |
Invesco QQQ Trust
QQQ
|
$8.86M |
| 3 |
Invesco S&P 500 Equal Weight ETF
RSP
|
$8.26M |
| 4 |
iShares Global 100 ETF
IOO
|
$8.13M |
| 5 |
Vanguard Dividend Appreciation ETF
VIG
|
$7.69M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Technology | 4.07% |
| 2 | Consumer Discretionary | 2.89% |
| 3 | Financials | 0.88% |
| 4 | Industrials | 0.82% |
| 5 | Communication Services | 0.3% |
