AIM

Axiom Investment Management Portfolio holdings

AUM $131M
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
–
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$38.4M
AUM Growth
-$11.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
491
New
Increased
Reduced
Closed

Top Buys

1
+$721K
2
+$686K
3
+$554K
4
OMC icon
Omnicom Group
OMC
+$469K
5
COST icon
Costco
COST
+$379K

Top Sells

1
+$897K
2
+$729K
3
+$715K
4
NEE icon
NextEra Energy
NEE
+$673K
5
SH icon
ProShares Short S&P500
SH
+$617K

Sector Composition

1 Financials 27.42%
2 Healthcare 13.44%
3 Industrials 10.46%
4 Technology 8.55%
5 Communication Services 6.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$259K 0.67%
5,480
-254
52
$246K 0.64%
450
+350
53
$238K 0.62%
2,144
+1,685
54
$232K 0.6%
1,119
+380
55
$228K 0.59%
+1,000
56
$222K 0.58%
5,621
+1,100
57
$219K 0.57%
832
-75
58
$211K 0.55%
1,441
+147
59
$210K 0.55%
14,370
+2,650
60
$203K 0.53%
861
+154
61
$181K 0.47%
12,800
-7,200
62
$122K 0.32%
1,260
-4,353
63
$105K 0.27%
12,900
-7,100
64
$98.2K 0.26%
2,030
-1,695
65
$92.3K 0.24%
975
-812
66
$56.9K 0.15%
1,500
-1,500
67
$45.4K 0.12%
2,025
68
$24.3K 0.06%
1,336
+958
69
$17.4K 0.05%
1,000
-12,992
70
$12.6K 0.03%
+142
71
$10.2K 0.03%
500
72
$6.86K 0.02%
160
73
$6.34K 0.02%
209
74
$4.86K 0.01%
+83
75
$3.18K 0.01%
110
1 2
3
4 5