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 18%
2 Financials 15.62%
3 Healthcare 15.55%
4 Industrials 12.38%
5 Communication Services 8.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$4.6M 0.83%
41,555
+262
27
$4.58M 0.83%
84,358
+1,507
28
$4.46M 0.8%
94,250
-9,428
29
$4.27M 0.77%
20,530
-1,293
30
$4.22M 0.76%
15,912
+1,479
31
$4.18M 0.75%
31,923
+1,566
32
$3.96M 0.72%
54,300
+1,882
33
$3.95M 0.71%
73,378
-899
34
$3.9M 0.7%
22,458
+26
35
$3.78M 0.68%
69,236
+1,368
36
$3.67M 0.66%
64,492
-2,629
37
$3.4M 0.61%
35,920
-11,120
38
$3.37M 0.61%
1,800
-44
39
$3.32M 0.6%
11,335
+2,300
40
$3.28M 0.59%
11,166
+1,319
41
$3.21M 0.58%
25,250
+375
42
$3.19M 0.58%
34,055
+224
43
$3.13M 0.57%
14,727
-1,970
44
$3.09M 0.56%
59,011
-89
45
$2.95M 0.53%
116,178
-14
46
$2.92M 0.53%
25,713
+1,781
47
$2.83M 0.51%
9,622
-129
48
$2.82M 0.51%
68,664
+32,975
49
$2.79M 0.5%
34,040
+103
50
$2.77M 0.5%
54,601
+1,444
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2
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