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
$69.7M
AUM Growth
-$61.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
231
New
Increased
Reduced
Closed

Top Buys

1
+$937K
2
+$682K
3
+$481K
4
QQQ icon
Invesco QQQ Trust
QQQ
+$422K
5
URI icon
United Rentals
URI
+$417K

Top Sells

1
+$4.29M
2
+$3.84M
3
+$3.03M
4
BAC icon
Bank of America
BAC
+$2.48M
5
T icon
AT&T
T
+$2.25M

Sector Composition

1 Technology 29.09%
2 Communication Services 11.65%
3 Financials 9.1%
4 Healthcare 9.09%
5 Consumer Discretionary 8.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$287K 0.41%
+1,600
77
$283K 0.41%
2,364
-109
78
$282K 0.4%
9,400
-500
79
$278K 0.4%
6,247
-465
80
$277K 0.4%
2,167
+50
81
$272K 0.39%
6,200
-2,400
82
$267K 0.38%
692
-289
83
$258K 0.37%
+12,000
84
$257K 0.37%
2,788
-8
85
$257K 0.37%
800
-191
86
$252K 0.36%
1,184
-780
87
$247K 0.35%
763
-1,036
88
$236K 0.34%
2,425
+1,840
89
$234K 0.34%
1,570
+470
90
$234K 0.34%
1,187
-1,281
91
$232K 0.33%
1,760
-9,642
92
$230K 0.33%
+12,402
93
$230K 0.33%
10,172
94
$223K 0.32%
7,523
-75,739
95
$221K 0.32%
1,064
-262
96
$218K 0.31%
998
-4,452
97
$214K 0.31%
5,850
+1,350
98
$212K 0.3%
1,354
-1,178
99
$208K 0.3%
+5,430
100
$207K 0.3%
21,918
+289
2 3
4
5 6