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
$46M
AUM Growth
-$57.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
156
New
Increased
Reduced
Closed

Top Buys

1
+$1.41M
2
+$658K
3
+$574K
4
VICI icon
VICI Properties
VICI
+$569K
5
SPG icon
Simon Property Group
SPG
+$526K

Top Sells

1
+$7.97M
2
+$4.18M
3
+$3.88M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$2.93M
5
AAPL icon
Apple
AAPL
+$2.73M

Sector Composition

1 Healthcare 19.86%
2 Technology 16.61%
3 Financials 13.34%
4 Industrials 12.02%
5 Communication Services 6.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$559K 1.22%
800
27
$533K 1.16%
23,500
-9,730
28
$526K 1.14%
+4,000
29
$515K 1.12%
2,642
+257
30
$501K 1.09%
3,063
+905
31
$495K 1.08%
1,125
+225
32
$488K 1.06%
2,750
-617
33
$486K 1.06%
10,676
-1,111
34
$476K 1.04%
+8,054
35
$444K 0.97%
2,720
-23,740
36
$439K 0.95%
+30,000
37
$436K 0.95%
514
38
$422K 0.92%
6,247
39
$401K 0.87%
1,808
-1,432
40
$397K 0.86%
2,138
-253
41
$378K 0.82%
2,854
-124
42
$363K 0.79%
4,654
-102,153
43
$356K 0.77%
5,701
-1,625
44
$348K 0.76%
2,285
-371
45
$347K 0.75%
+3,342
46
$345K 0.75%
4,200
-3,088
47
$322K 0.7%
+3,390
48
$315K 0.69%
5,084
-148
49
$310K 0.67%
524
-169
50
$310K 0.67%
+7,280
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