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
$75.6M
AUM Growth
+$19.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
144
New
Increased
Reduced
Closed

Top Buys

1
+$1.18M
2
+$1.15M
3
+$1.09M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$1.04M
5
CRWD icon
CrowdStrike
CRWD
+$686K

Top Sells

1
+$1.06M
2
+$861K
3
+$560K
4
GDS icon
GDS Holdings
GDS
+$464K
5
WFC icon
Wells Fargo
WFC
+$449K

Sector Composition

1 Technology 35.64%
2 Communication Services 13.48%
3 Consumer Discretionary 9.73%
4 Financials 8.4%
5 Healthcare 7.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$811K 1.07%
14,308
27
$712K 0.94%
7,549
-1,400
28
$705K 0.93%
10,000
-2,540
29
$703K 0.93%
5,009
+442
30
$686K 0.91%
+6,835
31
$679K 0.9%
21,000
+4,000
32
$666K 0.88%
16,972
-7,114
33
$647K 0.86%
20,966
+98
34
$631K 0.83%
1,748
+103
35
$615K 0.81%
75,000
36
$613K 0.81%
983
-100
37
$601K 0.8%
10,597
+59
38
$576K 0.76%
10,000
+3,000
39
$565K 0.75%
10,297
+56
40
$552K 0.73%
28,000
-12,500
41
$548K 0.73%
4,648
-401
42
$542K 0.72%
22,776
+5,843
43
$507K 0.67%
3,000
44
$506K 0.67%
1,784
45
$503K 0.67%
12,000
46
$502K 0.66%
6,824
+2,096
47
$484K 0.64%
5,542
-896
48
$481K 0.64%
9,533
-13
49
$468K 0.62%
4,010
-450
50
$457K 0.6%
17,500
+800
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