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
$88.3M
AUM Growth
+$12.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
143
New
Increased
Reduced
Closed

Top Buys

1
+$796K
2
+$566K
3
+$459K
4
TTD icon
Trade Desk
TTD
+$442K
5
GS icon
Goldman Sachs
GS
+$402K

Top Sells

1
+$1.09M
2
+$1.01M
3
+$859K
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$685K
5
ADBE icon
Adobe
ADBE
+$589K

Sector Composition

1 Technology 38.55%
2 Communication Services 14.37%
3 Consumer Discretionary 10.18%
4 Healthcare 7.73%
5 Financials 6.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$212K 0.24%
1,441
-10
102
$207K 0.23%
+4,010
103
$206K 0.23%
+2,190
104
$201K 0.23%
+4,317
105
$188K 0.21%
10,172
106
$181K 0.2%
+5,200
107
$135K 0.15%
13,402
+112
108
$132K 0.15%
40,614
-7,878
109
$119K 0.13%
536
+1
110
$97K 0.11%
+899
111
$96K 0.11%
1,500
+500
112
$88K 0.1%
2,000
113
$84K 0.1%
15,438
+167
114
$77K 0.09%
+3,000
115
$77K 0.09%
990
116
$76K 0.09%
820
-3,900
117
$71K 0.08%
400
118
$51K 0.06%
4,135
119
$48K 0.05%
300
120
$42K 0.05%
13,000
121
$38K 0.04%
+1,000
122
$33K 0.04%
525
-500
123
$29K 0.03%
+12,500
124
$22K 0.02%
450
125
$15K 0.02%
2,500
2 3 4
5
6