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
$56.5M
AUM Growth
-$13.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
158
New
Increased
Reduced
Closed

Top Buys

1
+$718K
2
+$652K
3
+$560K
4
MU icon
Micron Technology
MU
+$503K
5
WFC icon
Wells Fargo
WFC
+$449K

Top Sells

1
+$874K
2
+$755K
3
+$636K
4
AAPL icon
Apple
AAPL
+$618K
5
CVX icon
Chevron
CVX
+$483K

Sector Composition

1 Technology 35.93%
2 Communication Services 12.39%
3 Financials 10.93%
4 Consumer Discretionary 9.39%
5 Healthcare 8.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$583K 1.03%
5,049
+378
27
$560K 0.99%
+3,834
28
$530K 0.94%
6,438
-2,889
29
$529K 0.94%
1,083
+16
30
$518K 0.92%
10,241
+30
31
$502K 0.89%
10,538
+4,895
32
$500K 0.88%
14,295
-2,955
33
$490K 0.87%
20,868
+76
34
$464K 0.82%
8,000
-310
35
$457K 0.81%
20,759
+13,236
36
$449K 0.79%
+15,662
37
$440K 0.78%
+30,700
38
$434K 0.77%
1,645
-103
39
$423K 0.75%
3,000
-58
40
$423K 0.75%
1,784
-210
41
$420K 0.74%
+3,958
42
$413K 0.73%
9,546
-2,016
43
$409K 0.72%
40,500
+6,220
44
$408K 0.72%
+17,000
45
$400K 0.71%
16,700
-3,500
46
$399K 0.71%
+25,000
47
$388K 0.69%
3,512
+117
48
$388K 0.69%
4,460
+250
49
$360K 0.64%
16,933
-5,265
50
$353K 0.62%
4,631
-43
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2
3 4 5