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
$50M
AUM Growth
+$15.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
490
New
Increased
Reduced
Closed

Top Buys

1
+$3.09M
2
+$3.05M
3
+$897K
4
SH icon
ProShares Short S&P500
SH
+$855K
5
DOG icon
ProShares Short Dow30
DOG
+$382K

Top Sells

1
+$587K
2
+$507K
3
+$388K
4
QCOM icon
Qualcomm
QCOM
+$343K
5
PSQ icon
ProShares Short QQQ
PSQ
+$300K

Sector Composition

1 Financials 25.05%
2 Technology 10.91%
3 Healthcare 10.84%
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
$465B
$440K 0.88%
2,697
+1
Y
27
DELISTED
Alleghany Corp
Y
$432K 0.86%
514
VZ icon
28
Verizon
VZ
$171B
$419K 0.84%
10,991
-3,436
DOG icon
29
ProShares Short Dow30
DOG
$128M
$382K 0.76%
+9,875
IBM icon
30
IBM
IBM
$262B
$374K 0.75%
+3,150
SPY icon
31
SPDR S&P 500 ETF Trust
SPY
$660B
$368K 0.74%
+1,030
LRCX icon
32
Lam Research
LRCX
$178B
$366K 0.73%
10,000
SPG icon
33
Simon Property Group
SPG
$58.1B
$359K 0.72%
4,000
FWONK icon
34
Liberty Media Series C
FWONK
$24.7B
$353K 0.71%
6,247
HBAN icon
35
Huntington Bancshares
HBAN
$22.6B
$330K 0.66%
25,000
-5,000
GE icon
36
GE Aerospace
GE
$318B
$329K 0.66%
8,529
-2,938
V icon
37
Visa
V
$664B
$315K 0.63%
1,764
-37
NXPI icon
38
NXP Semiconductors
NXPI
$54B
$310K 0.62%
2,097
-35
PG icon
39
Procter & Gamble
PG
$354B
$291K 0.58%
2,315
-31
GDX icon
40
VanEck Gold Miners ETF
GDX
$22.8B
$281K 0.56%
11,647
+1,847
BIZD icon
41
VanEck BDC Income ETF
BIZD
$1.48B
$272K 0.54%
20,000
ICE icon
42
Intercontinental Exchange
ICE
$87.9B
$268K 0.54%
2,969
+208
ABT icon
43
Abbott
ABT
$224B
$266K 0.53%
2,755
-1,999
TMO icon
44
Thermo Fisher Scientific
TMO
$204B
$259K 0.52%
508
-13
NEM icon
45
Newmont
NEM
$99.7B
$244K 0.49%
5,734
-716
HD icon
46
Home Depot
HD
$390B
$242K 0.48%
876
+93
ARLP icon
47
Alliance Resource Partners
ARLP
$3.09B
$229K 0.46%
10,000
KO icon
48
Coca-Cola
KO
$295B
$229K 0.46%
4,102
-78
MPC icon
49
Marathon Petroleum
MPC
$56.1B
$228K 0.46%
+2,300
KEY icon
50
KeyCorp
KEY
$18.6B
$224K 0.45%
+13,992
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