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
451
$2K ﹤0.01%
19
452
$2K ﹤0.01%
100
453
$2K ﹤0.01%
+33
454
– –
-14,400
455
– –
-7,800
456
– –
-6,018
457
$0 ﹤0.01%
44
458
– –
-6,049
459
– –
-10,100
460
– –
-40,777
461
– –
-2,670
462
– –
-5,947
463
– –
-1,215
464
– –
-10,181
465
– –
-5,645
466
– –
-15,226
467
– –
-150
468
– –
-14,291
469
– –
-7,013
470
– –
-3,804
471
– –
-75
472
– –
-3,670
473
– –
-11,500
474
– –
-1,085
475
– –
-23,674
16 17 18
19
20