AIM
Axiom Investment Management Portfolio holdings
AUM
$38.4M
This Quarter Return
-10.8%
1 Year Return
-6.79%
3 Year Return
+146.79%
5 Year Return
–
10 Year Return
–
AUM
$56.5M
AUM Growth
+$56.5M
(-19%)
Cap. Flow
-$4.11M
Cap. Flow
% of AUM
-7.28%
Top 10 Holdings %
Top 10 Hldgs %
39.66%
Holding
158
New
21
Increased
40
Reduced
43
Closed
42
Top Buys
| 1 |
Citigroup
C
|
$718K |
| 2 |
Blackstone
BX
|
$652K |
| 3 |
Zoom
ZM
|
$560K |
| 4 |
Micron Technology
MU
|
$503K |
| 5 |
Wells Fargo
WFC
|
$449K |
Top Sells
| 1 |
First Trust Dow Jones Internet Index Fund ETF
FDN
|
$874K |
| 2 |
SPDR S&P 500 ETF Trust
SPY
|
$755K |
| 3 |
Walt Disney
DIS
|
$636K |
| 4 |
Apple
AAPL
|
$618K |
| 5 |
Chevron
CVX
|
$483K |
Sector Composition
| 1 | Technology | 35.93% |
| 2 | Communication Services | 12.39% |
| 3 | Financials | 10.93% |
| 4 | Consumer Discretionary | 9.39% |
| 5 | Healthcare | 8.04% |
