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
$554M
AUM Growth
+$27.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
482
New
Increased
Reduced
Closed

Top Buys

1
+$2.4M
2
+$1.64M
3
+$1.48M
4
LUV icon
Southwest Airlines
LUV
+$1.36M
5
BP icon
BP
BP
+$1.35M

Top Sells

1
+$1.19M
2
+$1.18M
3
+$1.14M
4
LHX icon
L3Harris
LHX
+$1.12M
5
AMZN icon
Amazon
AMZN
+$1.05M

Sector Composition

1 Technology 18%
2 Financials 15.62%
3 Healthcare 15.55%
4 Industrials 12.38%
5 Communication Services 8.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$1.37M 0.25%
11,135
+626
102
$1.34M 0.24%
27,182
+1,192
103
$1.33M 0.24%
20,209
-1,682
104
$1.3M 0.23%
16,285
+442
105
$1.3M 0.23%
21,005
+189
106
$1.28M 0.23%
64,819
-6,441
107
$1.28M 0.23%
6,939
-1,243
108
$1.27M 0.23%
4
-1
109
$1.26M 0.23%
88,410
+66,059
110
$1.24M 0.22%
47,985
+2,115
111
$1.24M 0.22%
13,724
+348
112
$1.24M 0.22%
12,583
+383
113
$1.24M 0.22%
6,723
+180
114
$1.21M 0.22%
13,327
+427
115
$1.19M 0.21%
+24,063
116
$1.17M 0.21%
14,541
+443
117
$1.16M 0.21%
11,373
+1,269
118
$1.12M 0.2%
16,228
+493
119
$1.12M 0.2%
+76,200
120
$1.12M 0.2%
8,690
-1
121
$1.11M 0.2%
9,429
-1,121
122
$1.11M 0.2%
5,569
-643
123
$1.11M 0.2%
13,234
+669
124
$1.1M 0.2%
9,606
-1,159
125
$1.1M 0.2%
8,276
+185
3 4
5
6 7