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
$50M
AUM Growth
+$15.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
490
New
Increased
Reduced
Closed

Top Buys

1
+$3.09M
2
+$3.05M
3
+$897K
4
SH icon
ProShares Short S&P500
SH
+$855K
5
DOG icon
ProShares Short Dow30
DOG
+$382K

Top Sells

1
+$587K
2
+$507K
3
+$388K
4
QCOM icon
Qualcomm
QCOM
+$343K
5
PSQ icon
ProShares Short QQQ
PSQ
+$300K

Sector Composition

1 Financials 25.1%
2 Technology 10.91%
3 Healthcare 10.83%
4 Industrials 8.46%
5 Consumer Discretionary 4.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
NVDA icon
76
NVIDIA
NVDA
$4.36T
$142K 0.28%
11,720
-14,750
UNH icon
77
UnitedHealth
UNH
$306B
$134K 0.27%
+262
NEWT icon
78
NewtekOne
NEWT
$403M
$133K 0.27%
+8,172
CSX icon
79
CSX Corp
CSX
$65.9B
$132K 0.26%
5,009
-11,153
IEMG icon
80
iShares Core MSCI Emerging Markets ETF
IEMG
$130B
$132K 0.26%
+3,083
TXN icon
81
Texas Instruments
TXN
$171B
$131K 0.26%
+845
ET icon
82
Energy Transfer Partners
ET
$59.7B
$127K 0.25%
11,500
+1,500
LOW icon
83
Lowe's Companies
LOW
$151B
$126K 0.25%
+675
CSCO icon
84
Cisco
CSCO
$292B
$122K 0.24%
+2,994
FANG icon
85
Diamondback Energy
FANG
$43.5B
$121K 0.24%
+1,005
ADI icon
86
Analog Devices
ADI
$144B
$119K 0.24%
+850
AON icon
87
Aon
AON
$73.1B
$118K 0.24%
+440
MRSH
88
Marsh
MRSH
$88.9B
$111K 0.22%
+755
WFC icon
89
Wells Fargo
WFC
$269B
$111K 0.22%
+2,692
MTB icon
90
M&T Bank
MTB
$32.5B
$110K 0.22%
+625
GNRC icon
91
Generac Holdings
GNRC
$9.59B
$108K 0.22%
+600
B
92
Barrick Mining
B
$83.8B
$108K 0.22%
+6,902
XLE icon
93
State Street Energy Select Sector SPDR ETF
XLE
$29.2B
$108K 0.22%
+3,000
TSM icon
94
TSMC
TSM
$1.71T
$105K 0.21%
+1,508
EEM icon
95
iShares MSCI Emerging Markets ETF
EEM
$23.5B
$104K 0.21%
3,000
PEP icon
96
PepsiCo
PEP
$200B
$104K 0.21%
+640
AVY icon
97
Avery Dennison
AVY
$14.1B
$103K 0.21%
+624
WRK
98
DELISTED
WestRock Company
WRK
$102K 0.2%
+3,300
DEO icon
99
Diageo
DEO
$49.3B
$99K 0.2%
+587
HUM icon
100
Humana
HUM
$33.1B
$99K 0.2%
+204
2 3
4
5 6