AIM

Axiom Investment Management Portfolio holdings

AUM $38.4M
1-Year Est. Return 6.79%
This Quarter Est. Return
1 Year Est. Return
-6.79%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$554M
AUM Growth
+$27.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
482
New
Increased
Reduced
Closed

Top Buys

1
+$2.4M
2
+$1.64M
3
+$1.48M
4
LUV icon
Southwest Airlines
LUV
+$1.36M
5
BP icon
BP
BP
+$1.35M

Top Sells

1
+$1.19M
2
+$1.18M
3
+$1.14M
4
LHX icon
L3Harris
LHX
+$1.12M
5
AMZN icon
Amazon
AMZN
+$1.05M

Sector Composition

1 Technology 17.99%
2 Financials 15.62%
3 Healthcare 15.56%
4 Industrials 12.38%
5 Communication Services 8.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$277K 0.05%
8,296
-1,005
302
$272K 0.05%
+9,500
303
$269K 0.05%
2,331
-306
304
$268K 0.05%
13,294
-105
305
$268K 0.05%
23,084
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306
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+3,046
307
$267K 0.05%
6,500
-1,617
308
$266K 0.05%
16,400
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309
$265K 0.05%
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310
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15,874
-4,226
311
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3,055
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312
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313
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314
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315
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316
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317
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318
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319
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321
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322
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323
$243K 0.04%
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324
$242K 0.04%
1,600
325
$241K 0.04%
+1,696
11 12
13
14 15