AIP

Alexis Investment Partners Portfolio holdings

AUM $1.17B
1-Year Est. Return 23.54%
This Quarter Est. Return
1 Year Est. Return
+23.54%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$209M
AUM Growth
+$4.68M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
93
New
Increased
Reduced
Closed

Top Buys

1
+$3.19M
2
+$2.29M
3
+$1.35M
4
XLF icon
State Street Financial Select Sector SPDR ETF
XLF
+$1.16M
5
MINT icon
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
+$1.12M

Top Sells

1
+$481K
2
+$249K
3
+$230K
4
URI icon
United Rentals
URI
+$192K
5
XLG icon
Invesco S&P 500 Top 50 ETF
XLG
+$164K

Sector Composition

1 Technology 3.66%
2 Consumer Discretionary 2.24%
3 Financials 0.85%
4 Industrials 0.46%
5 Communication Services 0.44%
Name Market Value Portfolio Weight Shares or Principal Change
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