AIM
Axiom Investment Management Portfolio holdings
AUM
$38.4M
1-Year Return
6.79%
This Quarter Return
+9.26%
1 Year Return
-6.79%
3 Year Return
+146.79%
5 Year Return
–
10 Year Return
–
AUM
$38.4M
AUM Growth
-$11.6M
(-23%)
Cap. Flow
-$14M
Cap. Flow
% of AUM
-36.36%
Top 10 Holdings %
Top 10 Hldgs %
48.57%
Holding
491
New
6
Increased
32
Reduced
23
Closed
398
Top Buys
| 1 |
Verizon
VZ
|
+$754K |
| 2 |
Vanguard Tax-Exempt Bond Index Fund
VTEB
|
+$694K |
| 3 |
Chevron
CVX
|
+$570K |
| 4 |
Omnicom Group
OMC
|
+$515K |
| 5 |
Costco
COST
|
+$354K |
Top Sells
| 1 |
ProShares UltraPro Short S&P 500
SPXU
|
+$897K |
| 2 |
ProShares Short QQQ
PSQ
|
+$736K |
| 3 |
iShares National Muni Bond ETF
MUB
|
+$729K |
| 4 |
NextEra Energy, Inc.
NEE
|
+$673K |
| 5 |
ProShares Short S&P500
SH
|
+$618K |
Sector Composition
| 1 | Financials | 27.42% |
| 2 | Healthcare | 13.44% |
| 3 | Industrials | 10.46% |
| 4 | Technology | 8.55% |
| 5 | Communication Services | 6.89% |
