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
$56.5M
AUM Growth
-$13.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
158
New
Increased
Reduced
Closed

Top Buys

1
+$718K
2
+$652K
3
+$560K
4
MU icon
Micron Technology
MU
+$503K
5
WFC icon
Wells Fargo
WFC
+$449K

Top Sells

1
+$874K
2
+$755K
3
+$636K
4
AAPL icon
Apple
AAPL
+$618K
5
CVX icon
Chevron
CVX
+$483K

Sector Composition

1 Technology 35.93%
2 Communication Services 12.39%
3 Financials 10.93%
4 Consumer Discretionary 9.39%
5 Healthcare 8.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$346K 0.61%
4,728
-3,974
52
$346K 0.61%
10,272
+43
53
$338K 0.6%
+51,600
54
$332K 0.59%
2,501
-176
55
$297K 0.53%
+3,298
56
$292K 0.52%
3,702
-3,027
57
$284K 0.5%
514
+6
58
$280K 0.5%
5,041
+13
59
$279K 0.49%
5,978
-1,603
60
$277K 0.49%
4,231
-605
61
$268K 0.47%
7,031
-486
62
$265K 0.47%
+75,000
63
$252K 0.45%
+7,000
64
$251K 0.44%
10,299
-186
65
$245K 0.43%
3,411
+4
66
$241K 0.43%
2,973
+185
67
$238K 0.42%
+7,000
68
$236K 0.42%
+3,142
69
$235K 0.42%
+5,323
70
$234K 0.41%
+4,000
71
$232K 0.41%
1,982
-827
72
$231K 0.41%
1,667
-93
73
$231K 0.41%
2,702
+338
74
$227K 0.4%
4,231
-3,876
75
$223K 0.39%
7,222
-1,159
1 2
3
4 5