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
$88.3M
AUM Growth
+$12.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
143
New
Increased
Reduced
Closed

Top Buys

1
+$796K
2
+$566K
3
+$459K
4
TTD icon
Trade Desk
TTD
+$442K
5
GS icon
Goldman Sachs
GS
+$402K

Top Sells

1
+$1.09M
2
+$1.01M
3
+$859K
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$685K
5
ADBE icon
Adobe
ADBE
+$589K

Sector Composition

1 Technology 38.55%
2 Communication Services 14.37%
3 Consumer Discretionary 10.18%
4 Healthcare 7.73%
5 Financials 6.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$898K 1.02%
16,994
+22
27
$892K 1.01%
17,870
+5,870
28
$863K 0.98%
10,645
+48
29
$841K 0.95%
9,600
-317
30
$743K 0.84%
14,245
-63
31
$739K 0.84%
10,060
+60
32
$727K 0.82%
20,847
+13,152
33
$723K 0.82%
21,045
+79
34
$720K 0.82%
4,856
-153
35
$699K 0.79%
13,450
+8,500
36
$640K 0.72%
10,359
+62
37
$583K 0.66%
11,112
+1,579
38
$578K 0.65%
3,491
+165
39
$575K 0.65%
7,295
+471
40
$569K 0.64%
13,218
-9,101
41
$566K 0.64%
22,500
42
$564K 0.64%
17,000
-4,000
43
$549K 0.62%
1,784
44
$547K 0.62%
4,648
45
$541K 0.61%
1,799
+51
46
$532K 0.6%
2,810
-1,200
47
$495K 0.56%
883
-100
48
$482K 0.55%
5,542
49
$449K 0.51%
18,740
-4,036
50
$442K 0.5%
16,500
-1,000
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