AIM
Axiom Investment Management Portfolio holdings
AUM
$38.4M
This Quarter Return
-3.3%
1 Year Return
-6.79%
3 Year Return
+146.79%
5 Year Return
–
10 Year Return
–
AUM
$50M
AUM Growth
+$50M
(+44%)
Cap. Flow
+$18M
Cap. Flow
% of AUM
35.99%
Top 10 Holdings %
Top 10 Hldgs %
35.88%
Holding
490
New
402
Increased
17
Reduced
33
Closed
5
Top Buys
| 1 |
PNC Financial Services
PNC
|
$3.09M |
| 2 |
Bank of America
BAC
|
$3.05M |
| 3 |
ProShares UltraPro Short S&P 500
SPXU
|
$897K |
| 4 |
ProShares Short S&P500
SH
|
$855K |
| 5 |
ProShares Short Dow30
DOG
|
$382K |
Top Sells
| 1 |
Union Pacific
UNP
|
$587K |
| 2 |
Pfizer
PFE
|
$507K |
| 3 |
Ford
F
|
$388K |
| 4 |
Qualcomm
QCOM
|
$343K |
| 5 |
ProShares Short QQQ
PSQ
|
$300K |
Sector Composition
| 1 | Financials | 25.05% |
| 2 | Technology | 10.91% |
| 3 | Healthcare | 10.83% |
| 4 | Industrials | 8.46% |
| 5 | Consumer Discretionary | 4.5% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
101
Nike
NKE
$110B
| $98K | 0.2% |
+1,177
| New | +$98K |
|
102
Coinbase
COIN
$77.7B
| $97K | 0.19% |
+1,500
| New | +$97K |
|
103
Motorola Solutions
MSI
$79B
| $97K | 0.19% |
+430
| New | +$97K |
|
104
Sunrun
RUN
$3.8B
| $97K | 0.19% |
+3,500
| New | +$97K |
|
105
Exxon Mobil
XOM
$477B
| $96K | 0.19% |
+1,100
| New | +$96K |
|
106
Norfolk Southern
NSC
$62.4B
| $95K | 0.19% |
+454
| New | +$95K |
|
|
MMP
107
DELISTED
Magellan Midstream Partners, L.P.
MMP
| $95K | 0.19% |
+2,000
| New | +$95K |
|
108
United Bankshares
UBSI
$5.39B
| $89K | 0.18% |
+2,485
| New | +$89K |
|
109
Walt Disney
DIS
$211B
| $88K | 0.18% |
+910
| New | +$88K |
|
|
110
Ford
F
$46.2B
| $88K | 0.18% |
7,900
-34,800
| -81% | -$388K |
|
111
Booz Allen Hamilton
BAH
$13.2B
| $86K | 0.17% |
+941
| New | +$86K |
|
112
Charles Schwab
SCHW
$175B
| $85K | 0.17% |
+1,187
| New | +$85K |
|
113
Adobe
ADBE
$148B
| $84K | 0.17% |
+303
| New | +$84K |
|
114
Camden Property Trust
CPT
$11.7B
| $84K | 0.17% |
+700
| New | +$84K |
|
115
Salesforce
CRM
$245B
| $83K | 0.17% |
+571
| New | +$83K |
|
116
Standex International
SXI
$2.41B
| $82K | 0.16% |
+1,000
| New | +$82K |
|
117
Ultra Clean Holdings
UCTT
$1.06B
| $82K | 0.16% |
+3,180
| New | +$82K |
|
118
Waste Management
WM
$90.4B
| $81K | 0.16% |
+500
| New | +$81K |
|
119
Applied Materials
AMAT
$124B
| $80K | 0.16% |
+965
| New | +$80K |
|
120
RELX
RELX
$83.7B
| $79K | 0.16% |
+3,265
| New | +$79K |
|
121
S&P Global
SPGI
$165B
| $79K | 0.16% |
+259
| New | +$79K |
|
122
Hexcel
HXL
$5.08B
| $78K | 0.16% |
+1,500
| New | +$78K |
|
123
Baxter International
BAX
$12.1B
| $77K | 0.15% |
+1,420
| New | +$77K |
|
124
Vicor
VICR
$2.27B
| $77K | 0.15% |
+1,300
| New | +$77K |
|
125
Berkshire Hathaway Class B
BRK.B
$1.08T
| $76K | 0.15% |
+282
| New | +$76K |
|