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
$69.7M
AUM Growth
-$61.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
231
New
Increased
Reduced
Closed

Top Buys

1
+$937K
2
+$682K
3
+$481K
4
QQQ icon
Invesco QQQ Trust
QQQ
+$422K
5
URI icon
United Rentals
URI
+$417K

Top Sells

1
+$4.29M
2
+$3.84M
3
+$3.03M
4
BAC icon
Bank of America
BAC
+$2.48M
5
T icon
AT&T
T
+$2.25M

Sector Composition

1 Technology 29.09%
2 Communication Services 11.65%
3 Financials 9.1%
4 Healthcare 9.09%
5 Consumer Discretionary 8.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$645K 0.92%
20,200
27
$636K 0.91%
4,397
-9,779
28
$609K 0.87%
2,878
-132
29
$607K 0.87%
20,792
-1,053
30
$591K 0.85%
1,994
-250
31
$588K 0.84%
22,500
+9,000
32
$585K 0.84%
6,729
-5,084
33
$585K 0.84%
10,211
-415
34
$573K 0.82%
36,100
-2,500
35
$564K 0.81%
1,748
+52
36
$561K 0.8%
4,210
+710
37
$552K 0.79%
3,058
-4,814
38
$525K 0.75%
4,671
-495
39
$525K 0.75%
7,517
-18,340
40
$496K 0.71%
8,107
-2,594
41
$486K 0.7%
10,229
+3
42
$483K 0.69%
4,030
-8,880
43
$481K 0.69%
+17,250
44
$474K 0.68%
34,280
+24,280
45
$473K 0.68%
2,677
-9,681
46
$454K 0.65%
9,481
-21,002
47
$445K 0.64%
1,517
-150
48
$442K 0.63%
5,965
+65
49
$442K 0.63%
7,581
+1,767
50
$429K 0.62%
8,310
+1,275
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