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AIP

Alexis Investment Partners Portfolio holdings

AUM $171M
1-Year Est. Return 32.96%
This Fund
S&P 500
This Quarter Est. Return
-0.12%
1 Year Est. Return
+32.96%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$204M
AUM Growth
Cap. Flow
+$208M
Cap. Flow %
101.82%
Top 10 Hldgs %
71.29%
Holding
88
New
88
Increased
Reduced
Closed

Top Sells

No sells this quarter

Sector Composition

Rank Sector Weight
1 Technology 4.07%
2 Consumer Discretionary 2.89%
3 Financials 0.88%
4 Industrials 0.82%
5 Communication Services 0.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
LEXI icon
1
Alexis Practical Tactical ETF
LEXI
$185M
$79.9M 39.08%
+2,651,536
New +$82.3M
QQQ icon
2
Invesco QQQ Trust
QQQ
$453B
$8.86M 4.33%
+17,224
New +$8.71M
RSP icon
3
Invesco S&P 500 Equal Weight ETF
RSP
$97B
$8.26M 4.04%
+47,174
New +$8.53M
IOO icon
4
iShares Global 100 ETF
IOO
$8.93B
$8.13M 3.98%
+80,297
New +$8.06M
VIG icon
5
Vanguard Dividend Appreciation ETF
VIG
$111B
$7.69M 3.76%
+39,277
New +$7.84M
MINT icon
6
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
$16.9B
$6.9M 3.37%
+68,615
New +$6.9M
GLD icon
7
SPDR Gold Trust
GLD
$131B
$6.64M 3.25%
+27,608
New +$6.78M
MTUM icon
8
iShares MSCI USA Momentum Factor ETF
MTUM
$25B
$6.51M 3.19%
+31,347
New +$6.57M
DBEF icon
9
Xtrackers MSCI EAFE Hedged Equity ETF
DBEF
$9.17B
$6.49M 3.17%
+156,790
New +$6.56M
VUG icon
10
Vanguard Morningstar Growth ETF
VUG
$220B
$6.4M 3.13%
+92,640
New +$6.22M
MDY icon
11
State Street SPDR S&P MIDCAP 400 ETF Trust
MDY
$26.6B
$6.09M 2.98%
+10,719
New +$6.28M
ICF icon
12
iShares Select U.S. REIT ETF
ICF
$2.09B
$5.97M 2.92%
+99,968
New +$6.38M
DIA icon
13
State Street SPDR Dow Jones Industrial Average ETF Trust
DIA
$45.8B
$5.95M 2.91%
+13,977
New +$6.05M
IJR icon
14
iShares Core S&P Small-Cap ETF
IJR
$109B
$5.58M 2.73%
+48,534
New +$5.8M
SHV icon
15
iShares 0-1 Year Treasury Bond ETF
SHV
$20.8B
$3.97M 1.94%
+36,070
New +$3.98M
AAPL icon
16
Apple
AAPL
$4.54T
$3.01M 1.47%
+11,972
New +$2.82M
SMH icon
17
VanEck Semiconductor ETF
SMH
$65.2B
$2.82M 1.38%
+11,566
New +$2.87M
TSLA icon
18
Tesla
TSLA
$1.23T
$1.98M 0.97%
+4,764
New +$1.53M
MSFT icon
19
Microsoft
MSFT
$3.45T
$1.89M 0.92%
+4,466
New +$1.9M
XHB icon
20
State Street SPDR S&P Homebuilders ETF
XHB
$1.6B
$1.67M 0.82%
+15,993
New +$1.88M
IJH icon
21
iShares Core S&P Mid-Cap ETF
IJH
$122B
$1.63M 0.8%
+26,200
New +$1.68M
AMAT icon
22
Applied Materials
AMAT
$403B
$1.46M 0.71%
+8,951
New +$1.62M
NVDA icon
23
NVIDIA
NVDA
$4.86T
$1.45M 0.71%
+10,587
New +$1.46M
V icon
24
Visa
V
$684B
$1.38M 0.68%
+4,386
New +$1.32M
HD icon
25
Home Depot
HD
$331B
$1.31M 0.64%
+3,368
New +$1.38M

Similar funds

Alexis Investment Partners's Q4 2024 Portfolio in Review

Q4 2024 is the first quarter with a 13F filing on record for Alexis Investment Partners, which disclosed 88 positions worth $204M. Its ten largest holdings account for 71% of the portfolio.

Its largest position is Alexis Practical Tactical ETF: 2,651,536 shares worth $79.9M.

By sector, the portfolio is most concentrated in Technology at 4.1% of assets, followed by Consumer Discretionary and Financials.

  • Alexis Investment Partners's largest Q4 2024 buy was Alexis Practical Tactical ETF: 2,651,536 shares worth $79.9M.
  • Alexis Investment Partners's ten largest holdings make up 71% of its $204M portfolio in Q4 2024.
  • Alexis Investment Partners disclosed 88 positions in Q4 2024, its first 13F filing on record.

Based on Alexis Investment Partners's 13F filing for Q4 2024, filed 13 Feb 2025.