AIM

Axiom Investment Management Portfolio holdings

AUM $131M
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
–
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$38.4M
AUM Growth
-$11.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
491
New
Increased
Reduced
Closed

Top Buys

1
+$721K
2
+$686K
3
+$554K
4
OMC icon
Omnicom Group
OMC
+$469K
5
COST icon
Costco
COST
+$379K

Top Sells

1
+$897K
2
+$729K
3
+$715K
4
NEE icon
NextEra Energy
NEE
+$673K
5
SH icon
ProShares Short S&P500
SH
+$617K

Sector Composition

1 Financials 27.42%
2 Healthcare 13.44%
3 Industrials 10.46%
4 Technology 8.55%
5 Communication Services 6.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$415K 1.08%
35,000
+23,500
27
$407K 1.06%
1,699
+1,465
28
$401K 1.04%
7,687
-842
29
$394K 1.03%
1,030
30
$388K 1.01%
850
+775
31
$383K 1%
1,844
+80
32
$376K 0.98%
2,484
+169
33
$361K 0.94%
6,247
34
$358K 0.93%
4,861
-10,006
35
$355K 0.92%
6,924
+2,254
36
$331K 0.86%
2,097
37
$325K 0.85%
16,000
+6,000
38
$318K 0.83%
3,103
+134
39
$315K 0.82%
819
-667
40
$312K 0.81%
567
+59
41
$308K 0.8%
2,806
+51
42
$296K 0.77%
8,875
-1,000
43
$288K 0.75%
913
+37
44
$286K 0.75%
4,502
+400
45
$282K 0.73%
20,000
-5,000
46
$273K 0.71%
9,532
-2,115
47
$272K 0.71%
1,346
+81
48
$269K 0.7%
1,500
49
$268K 0.7%
2,300
50
$260K 0.68%
11,790
-210
1
2
3 4 5