AIM

Axiom Investment Management Portfolio holdings

AUM $131M
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$131M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
386
New
Increased
Reduced
Closed

Top Buys

1 +$9.24M
2 +$7.61M
3 +$6.86M
4
MTB icon
M&T Bank
MTB
+$4M
5
XLU icon
State Street Utilities Select Sector SPDR ETF
XLU
+$3.75M

Top Sells

No sells this quarter

Sector Composition

1 Industrials 23.01%
2 Technology 17.28%
3 Financials 11.61%
4 Healthcare 8.43%
5 Energy 4.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
BTI icon
101
British American Tobacco
BTI
$129B
$225K 0.17%
+3,841
AMH icon
102
American Homes 4 Rent
AMH
$12B
$223K 0.17%
+8,000
COIN icon
103
Coinbase
COIN
$40.2B
$218K 0.17%
+1,250
PTGX icon
104
Protagonist Therapeutics
PTGX
$6.26B
$211K 0.16%
+2,000
AMAT icon
105
Applied Materials
AMAT
$360B
$210K 0.16%
+614
VICR icon
106
Vicor
VICR
$12.4B
$209K 0.16%
+1,300
EVT icon
107
Eaton Vance Tax-Advantaged Dividend Income Fund
EVT
$1.98B
$199K 0.15%
+8,094
AON icon
108
Aon
AON
$70.2B
$195K 0.15%
+603
DUK icon
109
Duke Energy
DUK
$96.8B
$193K 0.15%
+1,472
CRM icon
110
Salesforce
CRM
$152B
$192K 0.15%
+1,031
CVX icon
111
Chevron
CVX
$373B
$188K 0.14%
+908
MRVL icon
112
Marvell Technology
MRVL
$230B
$185K 0.14%
+1,866
PAAS icon
113
Pan American Silver
PAAS
$20B
$183K 0.14%
+3,352
BSX icon
114
Boston Scientific
BSX
$72.2B
$180K 0.14%
+2,864
INTC icon
115
Intel
INTC
$498B
$178K 0.14%
+4,028
J icon
116
Jacobs Solutions
J
$14.5B
$173K 0.13%
+1,359
KLAC icon
117
KLA
KLAC
$252B
$171K 0.13%
+116
RIO icon
118
Rio Tinto
RIO
$164B
$168K 0.13%
+1,800
EQT icon
119
EQT Corp
EQT
$33.6B
$163K 0.12%
+2,565
PANW icon
120
Palo Alto Networks
PANW
$222B
$162K 0.12%
+1,010
SPXX icon
121
Nuveen S&P 500 Dynamic Overwrite Fund
SPXX
$325M
$162K 0.12%
+10,069
ETN icon
122
Eaton
ETN
$154B
$161K 0.12%
+450
F icon
123
Ford
F
$59.4B
$157K 0.12%
+13,607
MCD icon
124
McDonald's
MCD
$199B
$155K 0.12%
+500
MSI icon
125
Motorola Solutions
MSI
$68.1B
$154K 0.12%
+355