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
$75.6M
AUM Growth
+$19.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
144
New
Increased
Reduced
Closed

Top Buys

1
+$1.18M
2
+$1.15M
3
+$1.09M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$1.04M
5
CRWD icon
CrowdStrike
CRWD
+$686K

Top Sells

1
+$1.06M
2
+$861K
3
+$560K
4
GDS icon
GDS Holdings
GDS
+$464K
5
WFC icon
Wells Fargo
WFC
+$449K

Sector Composition

1 Technology 35.64%
2 Communication Services 13.48%
3 Consumer Discretionary 9.73%
4 Financials 8.4%
5 Healthcare 7.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$111K 0.15%
535
+1
102
$109K 0.14%
15,271
+152
103
$80K 0.11%
2,000
104
$77K 0.1%
+990
105
$66K 0.09%
400
106
$64K 0.08%
657
+3
107
$57K 0.08%
1,025
-500
108
$52K 0.07%
+1,000
109
$51K 0.07%
15,000
-10,000
110
$44K 0.06%
13,000
111
$42K 0.06%
300
112
$20K 0.03%
450
113
$19K 0.03%
2,500
114
$11K 0.01%
200
115
$6K 0.01%
+209
116
$5K 0.01%
32
117
$5K 0.01%
103
118
$4K 0.01%
+100
119
$3K ﹤0.01%
+110
120
$1K ﹤0.01%
+21
121
– –
-8,000
122
– –
-3,142
123
– –
-22,212
124
– –
-13,054
125
$0 ﹤0.01%
+8
2 3 4
5
6