AIM

Axiom Investment Management Portfolio holdings

AUM $38.4M
1-Year Est. Return 6.79%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
-6.79%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$527M
AUM Growth
+$52.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
466
New
Increased
Reduced
Closed

Top Buys

1
+$1.37M
2
+$1.27M
3
+$1.12M
4
COP icon
ConocoPhillips
COP
+$1.11M
5
HST icon
Host Hotels & Resorts
HST
+$1.08M

Top Sells

1
+$9.71M
2
+$5.06M
3
+$3.95M
4
AMGN icon
Amgen
AMGN
+$2.11M
5
SBUX icon
Starbucks
SBUX
+$1.73M

Sector Composition

1 Technology 18.16%
2 Healthcare 16.14%
3 Financials 15.74%
4 Industrials 12.27%
5 Consumer Discretionary 8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$4K ﹤0.01%
+50
427
$3K ﹤0.01%
+109
428
$3K ﹤0.01%
+70
429
$3K ﹤0.01%
+129
430
$3K ﹤0.01%
+124
431
$2K ﹤0.01%
+19
432
$2K ﹤0.01%
+10
433
$2K ﹤0.01%
+100
434
– –
-796
435
– –
-3,270
436
– –
-6,402
437
– –
-3,689
438
– –
-11,167
439
– –
-24,983
440
– –
-8,461
441
$0 ﹤0.01%
+44
442
– –
-10,280
443
– –
-12,446
444
– –
-15,159
445
– –
-13,500
446
– –
-3,900
447
– –
-7,392
448
– –
-4,310
449
– –
-7,887
450
– –
-30,700
15 16 17
18
19