AIM
Axiom Investment Management Portfolio holdings
AUM
$38.4M
This Quarter Return
+8.06%
1 Year Return
-6.79%
3 Year Return
+146.79%
5 Year Return
–
10 Year Return
–
AUM
$123M
AUM Growth
+$123M
(+111,623%)
Cap. Flow
-$671M
Cap. Flow
% of AUM
-546.11%
Top 10 Holdings %
Top 10 Hldgs %
38.18%
Holding
215
New
80
Increased
75
Reduced
42
Closed
17
Top Buys
| 1 |
Micron Technology
MU
|
$10.2M |
| 2 |
Advanced Micro Devices
AMD
|
$6.36M |
| 3 |
Gilead Sciences
GILD
|
$3.4M |
| 4 |
Apple
AAPL
|
$3.37M |
| 5 |
SPDR Gold Trust
GLD
|
$2.42M |
Top Sells
| 1 |
Amazon
AMZN
|
$389M |
| 2 |
Alphabet (Google) Class A
GOOGL
|
$270M |
| 3 |
Alphabet (Google) Class C
GOOG
|
$46.1M |
| 4 |
NVIDIA
NVDA
|
$9.97M |
| 5 |
Adobe
ADBE
|
$7.65M |
Sector Composition
| 1 | Technology | 34.63% |
| 2 | Communication Services | 12.03% |
| 3 | Healthcare | 10.47% |
| 4 | Consumer Discretionary | 8.81% |
| 5 | Industrials | 6.76% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
51
Unilever
UL
$156B
| $653K | 0.53% |
11,641
+10,621
| +1,041% | +$596K |
|
52
Vanguard FTSE Europe ETF
VGK
$26.5B
| $649K | 0.53% |
10,283
+9,263
| +908% | +$585K |
|
53
Vanguard S&P 500 ETF
VOO
$719B
| $638K | 0.52% |
1,754
+722
| +70% | +$263K |
|
54
Nucor
NUE
$33.7B
| $634K | 0.52% |
+7,900
| New | +$634K |
|
55
Home Depot
HD
$406B
| $612K | 0.5% |
1,998
-2,258
| -53% | -$692K |
|
56
Illumina
ILMN
$15.5B
| $612K | 0.5% |
1,596
-2,844
| -64% | -$1.09M |
|
57
Verizon
VZ
$187B
| $596K | 0.49% |
+10,227
| New | +$596K |
|
58
JPMorgan Chase
JPM
$818B
| $592K | 0.48% |
3,899
+470
| +14% | +$71.4K |
|
|
DM
59
DELISTED
Desktop Metal, Inc.
DM
| $581K | 0.47% |
39,127
+39,076
| +76,620% | +$580K |
|
60
Prologis
PLD
$104B
| $577K | 0.47% |
5,457
+4,257
| +355% | +$450K |
|
61
Johnson & Johnson
JNJ
$429B
| $561K | 0.46% |
3,399
-3,038
| -47% | -$501K |
|
62
Parker-Hannifin
PH
$94.6B
| $551K | 0.45% |
+1,730
| New | +$551K |
|
63
Boeing
BA
$179B
| $519K | 0.42% |
+2,039
| New | +$519K |
|
64
Honeywell
HON
$137B
| $514K | 0.42% |
2,380
-1,880
| -44% | -$406K |
|
65
iShares Core US Aggregate Bond ETF
AGG
$130B
| $512K | 0.42% |
4,501
+3,793
| +536% | +$431K |
|
66
Chevron
CVX
$325B
| $509K | 0.41% |
4,887
+2,955
| +153% | +$308K |
|
67
Abbott
ABT
$230B
| $504K | 0.41% |
4,210
+3,011
| +251% | +$360K |
|
68
Fiserv
FI
$74.2B
| $491K | 0.4% |
+4,125
| New | +$491K |
|
69
NXP Semiconductors
NXPI
$57.5B
| $483K | 0.39% |
2,396
-148
| -6% | -$29.8K |
|
70
Eli Lilly
LLY
$653B
| $479K | 0.39% |
2,562
+27
| +1% | +$5.05K |
|
71
Jacobs Solutions
J
$17.4B
| $452K | 0.37% |
3,500
+3,391
| +3,111% | +$438K |
|
72
JD.com
JD
$43.7B
| $422K | 0.34% |
5,000
+4,912
| +5,582% | +$415K |
|
73
Lennar Class A
LEN
$34.4B
| $409K | 0.33% |
4,043
+3,967
| +5,220% | +$401K |
|
74
SPDR S&P 500 ETF Trust
SPY
$652B
| $406K | 0.33% |
1,025
+277
| +37% | +$110K |
|
75
iShares Core MSCI Emerging Markets ETF
IEMG
$101B
| $388K | 0.32% |
6,019
+4,965
| +471% | +$320K |
|