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
$75.6M
AUM Growth
+$19.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
144
New
Increased
Reduced
Closed

Top Buys

1
+$1.18M
2
+$1.15M
3
+$1.09M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$1.04M
5
CRWD icon
CrowdStrike
CRWD
+$686K

Top Sells

1
+$1.06M
2
+$861K
3
+$560K
4
GDS icon
GDS Holdings
GDS
+$464K
5
WFC icon
Wells Fargo
WFC
+$449K

Sector Composition

1 Technology 35.64%
2 Communication Services 13.48%
3 Consumer Discretionary 9.73%
4 Financials 8.4%
5 Healthcare 7.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$454K 0.6%
3,326
+624
52
$451K 0.6%
1,795
-4,211
53
$397K 0.53%
25,000
54
$389K 0.51%
+22,500
55
$384K 0.51%
2,270
+900
56
$349K 0.46%
10,327
+55
57
$341K 0.45%
+5,700
58
$340K 0.45%
3,710
+8
59
$337K 0.45%
2,321
-180
60
$334K 0.44%
+4,720
61
$323K 0.43%
+12,250
62
$322K 0.43%
5,057
+16
63
$321K 0.42%
+9,990
64
$315K 0.42%
5,964
-14
65
$309K 0.41%
+20,000
66
$308K 0.41%
+2,750
67
$304K 0.4%
2,535
-977
68
$303K 0.4%
11,580
69
$301K 0.4%
+5,000
70
$300K 0.4%
6,689
-342
71
$297K 0.39%
4,231
72
$297K 0.39%
818
+89
73
$296K 0.39%
2,133
+151
74
$278K 0.37%
3,414
+3
75
$278K 0.37%
3,011
+38
1 2
3
4 5