AIM
Axiom Investment Management Portfolio holdings
AUM
$38.4M
This Quarter Return
+28.38%
1 Year Return
-6.79%
3 Year Return
+146.79%
5 Year Return
–
10 Year Return
–
AUM
$110K
AUM Growth
+$110K
(-100%)
Cap. Flow
-$7.23M
Cap. Flow
% of AUM
-6,578.97%
Top 10 Holdings %
Top 10 Hldgs %
39.38%
Holding
156
New
22
Increased
40
Reduced
72
Closed
22
Top Buys
| 1 |
Alphabet (Google) Class A
GOOGL
|
$4.1K |
| 2 |
Amazon
AMZN
|
$3.49K |
| 3 |
Adobe
ADBE
|
$1.6K |
| 4 |
NVIDIA
NVDA
|
$1.35K |
| 5 |
Gilead Sciences
GILD
|
$1.21K |
Top Sells
| 1 |
Citigroup
C
|
$569K |
| 2 |
FTCH
Farfetch Limited Class A Ordinary Shares
FTCH
|
$503K |
| 3 |
Advanced Micro Devices
AMD
|
$352K |
| 4 |
Plug Power
PLUG
|
$319K |
| 5 |
Enphase Energy
ENPH
|
$317K |
Sector Composition
| 1 | Technology | 41.3% |
| 2 | Communication Services | 12.92% |
| 3 | Consumer Discretionary | 9.34% |
| 4 | Healthcare | 7.39% |
| 5 | Industrials | 6.3% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
76
Intercontinental Exchange
ICE
$100B
| $355 | 0.32% |
2,185
-857
| -28% | -$139 |
|
77
iShares Core MSCI Pacific ETF
IPAC
$1.85B
| $347 | 0.32% |
1,088
-4,658
| -81% | -$1.49K |
|
78
Walt Disney
DIS
$211B
| $343 | 0.31% |
+3,258
| New | +$343 |
|
|
TWTR
79
DELISTED
Twitter, Inc.
TWTR
| $337 | 0.31% |
162
-5,853
| -97% | -$12.2K |
|
80
Salesforce
CRM
$245B
| $336 | 0.31% |
4,014
+2,838
| +241% | +$238 |
|
81
Accenture
ACN
$158B
| $331 | 0.3% |
7,308
+6,055
| +483% | +$274 |
|
82
Coca-Cola
KO
$297B
| $330 | 0.3% |
1,045
-3,923
| -79% | -$1.24K |
|
83
Medtronic
MDT
$118B
| $328 | 0.3% |
3,393
+576
| +20% | +$56 |
|
84
Thermo Fisher Scientific
TMO
$183B
| $319 | 0.29% |
10,252
+9,491
| +1,247% | +$295 |
|
85
PayPal
PYPL
$66.5B
| $314 | 0.29% |
4,446
+2,683
| +152% | +$189 |
|
|
Y
86
DELISTED
Alleghany Corporation
Y
| $310 | 0.28% |
604
+90
| +18% | +$46 |
|
87
Lennar Class A
LEN
$34.7B
| $307 | 0.28% |
79
-4,072
| -98% | -$15.8K |
|
88
ARK Web x.0 ETF
ARKW
$2.34B
| $304 | 0.28% |
1,314
-911
| -41% | -$211 |
|
89
iShares Core High Dividend ETF
HDV
$11.6B
| $301 | 0.27% |
704
-2,713
| -79% | -$1.16K |
|
90
Trade Desk
TTD
$26.3B
| $296 | 0.27% |
32,040
+18,590
| +138% | +$172 |
|
|
SMAR
91
DELISTED
Smartsheet Inc.
SMAR
| $296 | 0.27% |
+552
| New | +$296 |
|
92
Intel
INTC
$105B
| $295 | 0.27% |
800
-3,210
| -80% | -$1.18K |
|
93
iShares Core S&P Mid-Cap ETF
IJH
$99.4B
| $292 | 0.27% |
19,550
+12,665
| +184% | +$189 |
|
94
Walmart
WMT
$793B
| $286 | 0.26% |
3,456
-861
| -20% | -$71 |
|
95
Lowe's Companies
LOW
$146B
| $283 | 0.26% |
6,279
+2,788
| +80% | +$126 |
|
96
Dollar General
DG
$24.1B
| $280 | 0.25% |
5,460
+4,235
| +346% | +$217 |
|
97
First Trust NYSE Arca Biotechnology Index Fund
FBT
$1.07B
| $265 | 0.24% |
2,016
-254
| -11% | -$33 |
|
|
B
98
Barrick Mining Corporation
B
$46.3B
| $265 | 0.24% |
+230
| New | +$265 |
|
99
Home Depot
HD
$406B
| $265 | 0.24% |
4,256
+3,256
| +326% | +$203 |
|
100
Goldman Sachs
GS
$221B
| $264 | 0.24% |
528
-1,472
| -74% | -$736 |
|