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
$46M
AUM Growth
-$57.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
156
New
Increased
Reduced
Closed

Top Buys

1
+$1.41M
2
+$658K
3
+$574K
4
VICI icon
VICI Properties
VICI
+$569K
5
SPG icon
Simon Property Group
SPG
+$526K

Top Sells

1
+$7.97M
2
+$4.18M
3
+$3.88M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$2.93M
5
AAPL icon
Apple
AAPL
+$2.73M

Sector Composition

1 Healthcare 19.86%
2 Technology 16.61%
3 Financials 13.34%
4 Industrials 12.02%
5 Communication Services 6.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$159K 0.35%
19,279
-10,721
77
$136K 0.3%
3,000
78
$103K 0.22%
+10,000
79
$96K 0.21%
3,451
-612
80
$61K 0.13%
2,025
81
$54K 0.12%
13,086
-514
82
$7K 0.02%
209
83
$4K 0.01%
110
84
$2K ﹤0.01%
39
85
$1K ﹤0.01%
21
86
– –
-1,200
87
– –
-3,930
88
– –
-10,300
89
$0 ﹤0.01%
8
90
– –
-1,754
91
– –
-4,282
92
– –
-225
93
– –
-14,593
94
– –
-2,872
95
– –
-2,360
96
– –
-11,175
97
– –
-20,109
98
– –
-4,754
99
– –
-13,925
100
– –
-500
2 3
4
5 6