AIM

Axiom Investment Management Portfolio holdings

AUM $38.4M
1-Year Est. Return 6.79%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
-6.79%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$50M
AUM Growth
+$15.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
490
New
Increased
Reduced
Closed

Top Buys

1
+$3.37M
2
+$3.35M
3
+$775K
4
SPXU icon
ProShares UltraPro Short S&P 500
SPXU
+$686K
5
IBM icon
IBM
IBM
+$413K

Top Sells

1
+$667K
2
+$558K
3
+$487K
4
QCOM icon
Qualcomm
QCOM
+$412K
5
CSX icon
CSX Corp
CSX
+$347K

Sector Composition

1 Financials 25.1%
2 Technology 10.91%
3 Healthcare 10.83%
4 Industrials 8.46%
5 Consumer Discretionary 4.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
JNJ icon
26
Johnson & Johnson
JNJ
$579B
$440K 0.88%
2,697
+1
Y
27
DELISTED
Alleghany Corp
Y
$432K 0.86%
514
VZ icon
28
Verizon
VZ
$216B
$419K 0.84%
10,991
-3,436
DOG
29
ProShares Short Dow30
DOG
$134M
$382K 0.76%
+9,875
IBM icon
30
IBM
IBM
$243B
$374K 0.75%
+3,150
SPY icon
31
State Street SPDR S&P 500 ETF Trust
SPY
$681B
$368K 0.74%
+1,030
LRCX icon
32
Lam Research
LRCX
$249B
$366K 0.73%
10,000
SPG icon
33
Simon Property Group
SPG
$63.3B
$359K 0.72%
4,000
FWONK icon
34
Liberty Media Series C
FWONK
$21B
$353K 0.71%
6,247
HBAN icon
35
Huntington Bancshares
HBAN
$33.1B
$330K 0.66%
25,000
-5,000
GE icon
36
GE Aerospace
GE
$339B
$329K 0.66%
8,529
-2,938
V icon
37
Visa
V
$610B
$315K 0.63%
1,764
-37
NXPI icon
38
NXP Semiconductors
NXPI
$51B
$310K 0.62%
2,097
-35
PG icon
39
Procter & Gamble
PG
$357B
$291K 0.58%
2,315
-31
GDX icon
40
VanEck Gold Miners ETF
GDX
$32B
$281K 0.56%
11,647
+1,847
BIZD icon
41
VanEck BDC Income ETF
BIZD
$1.45B
$272K 0.54%
20,000
ICE icon
42
Intercontinental Exchange
ICE
$94.4B
$268K 0.54%
2,969
+208
ABT icon
43
Abbott
ABT
$190B
$266K 0.53%
2,755
-1,999
TMO icon
44
Thermo Fisher Scientific
TMO
$186B
$259K 0.52%
508
-13
NEM icon
45
Newmont
NEM
$127B
$244K 0.49%
5,734
-716
HD icon
46
Home Depot
HD
$356B
$242K 0.48%
876
+93
ARLP icon
47
Alliance Resource Partners
ARLP
$3.41B
$229K 0.46%
10,000
KO icon
48
Coca-Cola
KO
$331B
$229K 0.46%
4,102
-78
MPC icon
49
Marathon Petroleum
MPC
$65.2B
$228K 0.46%
+2,300
KEY icon
50
KeyCorp
KEY
$21.6B
$224K 0.45%
+13,992
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