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
$50M
AUM Growth
+$15.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
490
New
Increased
Reduced
Closed

Top Buys

1
+$3.09M
2
+$3.05M
3
+$897K
4
SH icon
ProShares Short S&P500
SH
+$855K
5
DOG icon
ProShares Short Dow30
DOG
+$382K

Top Sells

1
+$587K
2
+$507K
3
+$388K
4
QCOM icon
Qualcomm
QCOM
+$343K
5
PSQ icon
ProShares Short QQQ
PSQ
+$300K

Sector Composition

1 Financials 25.05%
2 Technology 10.91%
3 Healthcare 10.84%
4 Industrials 8.46%
5 Consumer Discretionary 4.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
COP icon
51
ConocoPhillips
COP
$108B
$218K 0.44%
+2,139
MCD icon
52
McDonald's
MCD
$220B
$211K 0.42%
+907
SLV icon
53
iShares Silver Trust
SLV
$25.3B
$211K 0.42%
12,000
PFE icon
54
Pfizer
PFE
$139B
$206K 0.41%
4,670
-11,489
HON icon
55
Honeywell
HON
$129B
$201K 0.4%
1,192
-31
SLP icon
56
Simulations Plus
SLP
$310M
$194K 0.39%
4,000
-1,000
ZTS icon
57
Zoetis
ZTS
$63.8B
$194K 0.39%
1,294
-15
RPRX icon
58
Royalty Pharma
RPRX
$16B
$182K 0.36%
4,521
-4,879
STWD icon
59
Starwood Property Trust
STWD
$6.81B
$182K 0.36%
+10,000
IPAC icon
60
iShares Core MSCI Pacific ETF
IPAC
$1.91B
$181K 0.36%
3,805
-237
MRNA icon
61
Moderna
MRNA
$10.2B
$177K 0.35%
+1,500
ACN icon
62
Accenture
ACN
$148B
$175K 0.35%
+684
EPD icon
63
Enterprise Products Partners
EPD
$65.4B
$173K 0.35%
+7,280
DG icon
64
Dollar General
DG
$23.3B
$169K 0.34%
+711
VGK icon
65
Vanguard FTSE Europe ETF
VGK
$27.6B
$167K 0.33%
+3,611
BBDC icon
66
Barings BDC
BBDC
$903M
$166K 0.33%
20,000
MDT icon
67
Medtronic
MDT
$123B
$166K 0.33%
+2,009
DHR icon
68
Danaher
DHR
$150B
$163K 0.33%
+707
IJH icon
69
iShares Core S&P Mid-Cap ETF
IJH
$99.1B
$163K 0.33%
3,725
-210
IJR icon
70
iShares Core S&P Small-Cap ETF
IJR
$84.8B
$156K 0.31%
1,787
-107
APH icon
71
Amphenol
APH
$153B
$155K 0.31%
+4,646
AXP icon
72
American Express
AXP
$239B
$146K 0.29%
+1,093
UNP icon
73
Union Pacific
UNP
$134B
$144K 0.29%
739
-3,015
BSX icon
74
Boston Scientific
BSX
$147B
$143K 0.29%
+3,727
IQV icon
75
IQVIA
IQV
$34.8B
$143K 0.29%
+788
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3
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