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
$88.3M
AUM Growth
+$12.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
143
New
Increased
Reduced
Closed

Top Buys

1
+$796K
2
+$566K
3
+$459K
4
TTD icon
Trade Desk
TTD
+$442K
5
GS icon
Goldman Sachs
GS
+$402K

Top Sells

1
+$1.09M
2
+$1.01M
3
+$859K
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$685K
5
ADBE icon
Adobe
ADBE
+$589K

Sector Composition

1 Technology 38.55%
2 Communication Services 14.37%
3 Consumer Discretionary 10.18%
4 Healthcare 7.73%
5 Financials 6.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$298K 0.34%
2,396
77
$294K 0.33%
+1,176
78
$292K 0.33%
+2,817
79
$290K 0.33%
1,321
+14
80
$281K 0.32%
1,253
+3
81
$281K 0.32%
16,080
+6,000
82
$278K 0.31%
1,000
-795
83
$273K 0.31%
3,417
+3
84
$270K 0.31%
+2,500
85
$268K 0.3%
+6,015
86
$268K 0.3%
514
87
$261K 0.3%
12,153
88
$258K 0.29%
1,225
+5
89
$256K 0.29%
6,885
90
$253K 0.29%
4,231
91
$252K 0.29%
3,610
92
$245K 0.28%
4,968
+401
93
$243K 0.28%
2,225
+825
94
$243K 0.28%
+1,539
95
$234K 0.26%
1,575
-92
96
$228K 0.26%
+3,000
97
$227K 0.26%
+2,000
98
$226K 0.26%
+6,511
99
$219K 0.25%
6,247
100
$212K 0.24%
2,216
-5,333
2 3
4
5 6