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
$69.7M
AUM Growth
-$61.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
231
New
Increased
Reduced
Closed

Top Buys

1
+$937K
2
+$682K
3
+$481K
4
QQQ icon
Invesco QQQ Trust
QQQ
+$422K
5
URI icon
United Rentals
URI
+$417K

Top Sells

1
+$4.29M
2
+$3.84M
3
+$3.03M
4
BAC icon
Bank of America
BAC
+$2.48M
5
T icon
AT&T
T
+$2.25M

Sector Composition

1 Technology 29.09%
2 Communication Services 11.65%
3 Financials 9.1%
4 Healthcare 9.09%
5 Consumer Discretionary 8.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$423K 0.61%
3,395
-4,957
52
$422K 0.61%
+2,000
53
$417K 0.6%
+2,500
54
$414K 0.59%
4,674
-13,105
55
$413K 0.59%
+4,000
56
$407K 0.58%
508
-81
57
$405K 0.58%
+21,500
58
$400K 0.57%
1,067
-292
59
$396K 0.57%
10,485
-20,622
60
$394K 0.56%
+24,580
61
$391K 0.56%
+7,233
62
$373K 0.53%
+6,130
63
$369K 0.53%
2,809
-2,428
64
$359K 0.51%
4,836
65
$340K 0.49%
5,028
+13
66
$335K 0.48%
3,407
+2
67
$330K 0.47%
5,547
-8,372
68
$327K 0.47%
5,643
+90
69
$321K 0.46%
3,834
-23
70
$313K 0.45%
8,381
-53,610
71
$310K 0.44%
5,779
-32
72
$304K 0.44%
+6,500
73
$302K 0.43%
7,280
-240
74
$295K 0.42%
1,054
-304
75
$288K 0.41%
9,000
-4,100
1 2
3
4 5