StockDriftsStockDriftsTop 35 Alexis Investment Partners, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| IMTM | iShares MSCI International Momentum Factor ETF | 6.21% | 195.0K | $9.0M | +18.59%(+30.57K) | $45.01(+18.51%) | 2026-03-31 | |
| DBEF | Xtrackers MSCI EAFE Hedged Equity ETF | 5.96% | 179.2K | $8.7M | +18.89%(+28.48K) | $43.08(+21.28%) | 2026-03-31 | |
| MTUM | iShares MSCI USA Momentum Factor ETF | 5.94% | 37.4K | $8.6M | +14.25%(+4.66K) | $215.09(+41.99%) | 2026-03-31 | |
| JPST | JPMorgan Ultra-Short Income ETF | 5.9% | 169.5K | $8.6M | -8.56%(-15.86K) | $50.60(-0.17%) | 2026-03-31 | |
| MINT | PIMCO Enhanced Short Maturity Active Exchange-Traded Fund | 5.89% | 85.0K | $8.5M | -3.51%(-3.09K) | $100.53(-0.00%) | 2026-03-31 | |
| MDY | State Street SPDR S&P MidCap 400 ETF Trust | 5.84% | 14.2K | $8.5M | +22.42%(+2.59K) | $578.48(+15.37%) | 2026-03-31 | |
| VIG | Vanguard Dividend Appreciation ETF | 5.77% | 39.8K | $8.4M | -1.21%(-489) | $198.49(+15.21%) | 2026-03-31 | |
| MGK | Vanguard Mega Cap Growth ETF | 5.31% | 21.8K | $7.7M | +12.35%(+2.40K) | $68.16(+30.16%) | 2026-03-31 | |
| RSP | Invesco S&P 500 Equal Weight ETF | 5.3% | 40.9K | $7.7M | +9.71%(+3.62K) | $177.78(+14.14%) | 2026-03-31 | |
| DIA | State Street SPDR Dow Jones Industrial Average ETF Trust | 5.28% | 17.0K | $7.7M | +18.97%(+2.71K) | $434.74(+14.35%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +14.72% | +50.97% |
| Top 20 Holdings Unweighted | +10.12% | +33.55% |
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