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
$88.3M
AUM Growth
+$12.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
143
New
Increased
Reduced
Closed

Top Buys

1
+$796K
2
+$566K
3
+$459K
4
TTD icon
Trade Desk
TTD
+$442K
5
GS icon
Goldman Sachs
GS
+$402K

Top Sells

1
+$1.09M
2
+$1.01M
3
+$859K
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$685K
5
ADBE icon
Adobe
ADBE
+$589K

Sector Composition

1 Technology 38.55%
2 Communication Services 14.37%
3 Consumer Discretionary 10.18%
4 Healthcare 7.73%
5 Financials 6.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$441K 0.5%
1,319
-2,050
52
$420K 0.48%
11,596
+1,269
53
$404K 0.46%
3,717
+7
54
$402K 0.46%
+2,000
55
$402K 0.46%
2,455
+134
56
$388K 0.44%
5,000
57
$382K 0.43%
5,071
+14
58
$377K 0.43%
5,000
-700
59
$362K 0.41%
2,270
60
$353K 0.4%
+3,750
61
$353K 0.4%
2,140
+7
62
$348K 0.39%
+8,700
63
$346K 0.39%
+1,763
64
$336K 0.38%
761
-57
65
$329K 0.37%
2,365
-170
66
$328K 0.37%
4,151
+8
67
$328K 0.37%
11,830
+250
68
$325K 0.37%
4,231
69
$323K 0.37%
5,746
-218
70
$311K 0.35%
5,850
+439
71
$310K 0.35%
+10,100
72
$309K 0.35%
9,900
-90
73
$308K 0.35%
20,000
74
$307K 0.35%
3,042
+31
75
$307K 0.35%
2,753
+3
1 2
3
4 5