AIM

Axiom Investment Management Portfolio holdings

AUM $131M
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$131M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
386
New
Increased
Reduced
Closed

Top Buys

1 +$9.24M
2 +$7.61M
3 +$6.86M
4
MTB icon
M&T Bank
MTB
+$4M
5
XLU icon
State Street Utilities Select Sector SPDR ETF
XLU
+$3.75M

Top Sells

No sells this quarter

Sector Composition

1 Industrials 23.01%
2 Technology 17.28%
3 Financials 11.61%
4 Healthcare 8.43%
5 Energy 4.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
META icon
226
Meta Platforms (Facebook)
META
$1.51T
$36K 0.03%
+63
BHK icon
227
BlackRock Core Bond Trust
BHK
$642M
$35K 0.03%
+3,826
HQY icon
228
HealthEquity
HQY
$7.41B
$33.1K 0.03%
+396
BRSP
229
BrightSpire Capital
BRSP
$723M
$33K 0.03%
+5,900
BP icon
230
BP
BP
$111B
$32.9K 0.03%
+700
TLT icon
231
iShares 20+ Year Treasury Bond ETF
TLT
$40.8B
$32.1K 0.02%
+370
HDB icon
232
HDFC Bank
HDB
$120B
$31.9K 0.02%
+1,282
NEE icon
233
NextEra Energy
NEE
$179B
$31.9K 0.02%
+343
CLOA icon
234
BlackRock ETF Trust II iShares AAA CLO Active ETF
CLOA
$2.18B
$31.6K 0.02%
+609
NXPI icon
235
NXP Semiconductors
NXPI
$74.7B
$31.3K 0.02%
+159
PGR icon
236
Progressive
PGR
$119B
$31.1K 0.02%
+157
KR icon
237
Kroger
KR
$39.2B
$30.6K 0.02%
+423
CNQ icon
238
Canadian Natural Resources
CNQ
$95.3B
$29.2K 0.02%
+600
FTNY
239
Franklin New York Municipal Income ETF
FTNY
$648M
$29.1K 0.02%
+3,736
MBC icon
240
MasterBrand
MBC
$1.08B
$29.1K 0.02%
+3,500
FULT icon
241
Fulton Financial
FULT
$4.2B
$28.5K 0.02%
+1,400
PAVE icon
242
Global X US Infrastructure Development ETF
PAVE
$13.6B
$28.3K 0.02%
+556
UMBF icon
243
UMB Financial
UMBF
$9.87B
$28.2K 0.02%
+250
CBRL icon
244
Cracker Barrel
CBRL
$750M
$28.1K 0.02%
+1,000
AB icon
245
AllianceBernstein
AB
$3.48B
$27.5K 0.02%
+735
AJG icon
246
Arthur J. Gallagher & Co
AJG
$55.5B
$27.5K 0.02%
+127
PSX icon
247
Phillips 66
PSX
$73.4B
$27.3K 0.02%
+150
EXC icon
248
Exelon
EXC
$46.8B
$26.8K 0.02%
+547
CPAY icon
249
Corpay
CPAY
$22.7B
$26.8K 0.02%
+92
FE icon
250
FirstEnergy
FE
$26.9B
$26.2K 0.02%
+517