StockDriftsStockDriftsTop 50 Axim Planning & Wealth Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| EH | EHANG HLDGS LTD | 48.66% | 4.11M | $39.9M | -0.16%(-6.43K) | $12.68(-50.24%) | 2026-03-31 | |
| HPF | HANCOCK JOHN PFD INCOME FD I | 5.18% | 272.3K | $4.2M | -15.71%(-50.76K) | $16.42(-2.89%) | 2026-03-31 | |
| BIL | SPDR SERIES TRUST | 2.83% | 25.3K | $2.3M | +44.10%(+7.75K) | $91.62(-0.20%) | 2026-03-31 | |
| ARCM | ARROW INVTS TR | 1.95% | 16.0K | $1.6M | +68.76%(+6.53K) | $100.23(-0.12%) | 2026-03-31 | |
| BTAL | AGF INVTS TR | 1.29% | 75.7K | $1.1M | +24.17%(+14.73K) | $18.37(-36.96%) | 2026-03-31 | |
| MSFT | MICROSOFT CORP | 1.13% | 2.5K | $924K | +48.37%(+814) | $318.73(+22.51%) | 2026-03-31 | |
| GROZ | ZACKS TRUST | 1.1% | 32.8K | $905K | +11.87%(+3.48K) | $28.50(+11.20%) | 2026-03-31 | |
| XLK | SELECT SECTOR SPDR TR | 1.1% | 6.8K | $904K | -0.63%(-43) | $112.00(+61.24%) | 2026-03-31 | |
| CLF | CLEVELAND-CLIFFS INC NEW | 1.02% | 99.4K | $840K | +24.41%(+19.50K) | $10.71(-7.92%) | 2026-03-31 | |
| USB | US BANCORP | 1% | 15.7K | $818K | +0.00%(+0) | $43.08(+43.28%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | -7.17% | -19.99% |
| Top 20 Holdings Unweighted | +8.26% | +26.89% |
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