AIM
Axiom Investment Management Portfolio holdings
AUM
$38.4M
This Quarter Return
+28.38%
1 Year Return
-6.79%
3 Year Return
+146.79%
5 Year Return
–
10 Year Return
–
AUM
$110K
AUM Growth
+$110K
(-100%)
Cap. Flow
-$7.23M
Cap. Flow
% of AUM
-6,578.97%
Top 10 Holdings %
Top 10 Hldgs %
39.38%
Holding
156
New
22
Increased
40
Reduced
72
Closed
22
Top Buys
| 1 |
Alphabet (Google) Class A
GOOGL
|
$4.1K |
| 2 |
Amazon
AMZN
|
$3.49K |
| 3 |
Adobe
ADBE
|
$1.6K |
| 4 |
NVIDIA
NVDA
|
$1.35K |
| 5 |
Gilead Sciences
GILD
|
$1.21K |
Top Sells
| 1 |
Citigroup
C
|
$569K |
| 2 |
FTCH
Farfetch Limited Class A Ordinary Shares
FTCH
|
$503K |
| 3 |
Advanced Micro Devices
AMD
|
$352K |
| 4 |
Plug Power
PLUG
|
$319K |
| 5 |
Enphase Energy
ENPH
|
$317K |
Sector Composition
| 1 | Technology | 41.3% |
| 2 | Communication Services | 12.92% |
| 3 | Consumer Discretionary | 9.34% |
| 4 | Healthcare | 7.39% |
| 5 | Industrials | 6.3% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
|
MAG
51
MAG Silver
MAG
$2.57B
| $523 | 0.48% |
+420
| New | +$523 |
|
52
Novartis
NVS
$248B
| $523 | 0.48% |
1,504
-4,038
| -73% | -$1.4K |
|
53
JPMorgan Chase
JPM
$824B
| $502 | 0.46% |
3,429
+1,213
| +55% | +$178 |
|
54
AbbVie
ABBV
$374B
| $480 | 0.44% |
535
-9,065
| -94% | -$8.13K |
|
55
Abbott
ABT
$230B
| $460 | 0.42% |
1,199
-2,518
| -68% | -$966 |
|
56
Merck
MRK
$210B
| $458 | 0.42% |
1,289
-6,006
| -82% | -$2.13K |
|
57
Orion Energy Systems
OESX
$26M
| $443 | 0.4% |
+13
| New | +$443 |
|
58
JD.com
JD
$44.2B
| $440 | 0.4% |
88
-4,912
| -98% | -$24.6K |
|
59
Eli Lilly
LLY
$661B
| $436 | 0.4% |
2,535
+960
| +61% | +$165 |
|
60
Regeneron Pharmaceuticals
REGN
$59.8B
| $427 | 0.39% |
2,415
+1,532
| +173% | +$271 |
|
61
Invesco S&P 500 High Dividend Low Volatility ETF
SPHD
$3.15B
| $419 | 0.38% |
+608
| New | +$419 |
|
62
Chevron
CVX
$318B
| $407 | 0.37% |
+1,932
| New | +$407 |
|
63
Brown-Forman Class B
BF.B
$13.3B
| $404 | 0.37% |
79
-4,992
| -98% | -$25.5K |
|
64
First Trust Health Care AlphaDEX Fund
FXH
$919M
| $395 | 0.36% |
1,080
-2,670
| -71% | -$977 |
|
65
SPDR S&P Biotech ETF
XBI
$5.29B
| $388 | 0.35% |
141
-2,612
| -95% | -$7.19K |
|
66
Zoetis
ZTS
$67.6B
| $384 | 0.35% |
4,648
+2,508
| +117% | +$207 |
|
67
SPDR S&P 500 ETF Trust
SPY
$656B
| $383 | 0.35% |
748
-571
| -43% | -$292 |
|
68
Iron Mountain
IRM
$26.5B
| $381 | 0.35% |
377
-16,123
| -98% | -$16.3K |
|
69
Jacobs Solutions
J
$17.1B
| $381 | 0.35% |
132
-4,099
| -97% | -$11.8K |
|
70
NXP Semiconductors
NXPI
$57.5B
| $381 | 0.35% |
2,544
+148
| +6% | +$22 |
|
71
Denali Therapeutics
DNLI
$2.24B
| $377 | 0.34% |
+168
| New | +$377 |
|
72
Bank of America
BAC
$371B
| $374 | 0.34% |
810
-17,930
| -96% | -$8.28K |
|
73
iShares Core MSCI Emerging Markets ETF
IEMG
$102B
| $371 | 0.34% |
1,054
-4,796
| -82% | -$1.69K |
|
74
Simulations Plus
SLP
$289M
| $360 | 0.33% |
72
-4,928
| -99% | -$24.6K |
|
75
Procter & Gamble
PG
$370B
| $356 | 0.32% |
3,336
+971
| +41% | +$104 |
|