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
$56.5M
AUM Growth
-$13.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
158
New
Increased
Reduced
Closed

Top Buys

1
+$718K
2
+$652K
3
+$560K
4
MU icon
Micron Technology
MU
+$503K
5
WFC icon
Wells Fargo
WFC
+$449K

Top Sells

1
+$874K
2
+$755K
3
+$636K
4
AAPL icon
Apple
AAPL
+$618K
5
CVX icon
Chevron
CVX
+$483K

Sector Composition

1 Technology 35.93%
2 Communication Services 12.39%
3 Financials 10.93%
4 Consumer Discretionary 9.39%
5 Healthcare 8.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$220K 0.39%
5,423
-356
77
$211K 0.37%
1,288
+101
78
$209K 0.37%
14,000
-22,100
79
$208K 0.37%
729
-34
80
$206K 0.36%
5,249
-4,232
81
$204K 0.36%
1,363
+9
82
$203K 0.36%
1,245
+61
83
$203K 0.36%
3,619
-215
84
$198K 0.35%
6,900
-380
85
$185K 0.33%
+12,000
86
$179K 0.32%
1,370
-200
87
$171K 0.3%
22,212
+294
88
$134K 0.24%
10,172
89
$125K 0.22%
13,170
+69
90
$124K 0.22%
4,135
+1,710
91
$121K 0.21%
+15,000
92
$109K 0.19%
51,006
-12,958
93
$85K 0.15%
534
+1
94
$73K 0.13%
10,000
95
$72K 0.13%
10,250
-11,250
96
$69K 0.12%
15,119
+81
97
$68K 0.12%
2,000
-2,000
98
$67K 0.12%
11,580
-13,000
99
$64K 0.11%
1,525
+750
100
$54K 0.1%
654
+4
2 3
4
5 6