AIP
Alexis Investment Partners Portfolio holdings
AUM
$269M
1-Year Est. Return
27.36%
This Fund
S&P 500
1 Year Est. Return
+27.36%
AUM
$269M
AUM Growth
-$902M
(-77%)
Holding
103
Top Buys
| 1 | +$4.11M | |
| 2 | +$1.03M | |
| 3 | +$1.03M | |
| 4 |
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
|
+$982K |
| 5 |
Meta Platforms (Facebook)
META
|
+$847K |
Top Sells
| 1 | +$3.82M | |
| 2 | +$357K | |
| 3 | +$261K | |
| 4 |
FundX ETF
XCOR
|
+$157K |
| 5 |
Columbia Diversified Fixed Income Allocation ETF
DIAL
|
+$153K |
Sector Composition
| 1 | Technology | 4.36% |
| 2 | Consumer Discretionary | 1.88% |
| 3 | Industrials | 0.86% |
| 4 | Communication Services | 0.84% |
| 5 | Financials | 0.71% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
101
Ford
F
$55.3B
| – | – |
-100
|
|
||
102
Novo Nordisk
NVO
$264B
| – | – |
-36
|
|
||
|
103
FundX ETF
XCOR
$176M
| – | – |
-2,000
|
|