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 17.99%
2 Financials 15.62%
3 Healthcare 15.56%
4 Industrials 12.38%
5 Communication Services 8.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$1.09M 0.2%
16,487
+887
127
$1.08M 0.19%
30,519
+999
128
$1.08M 0.19%
19,221
+474
129
$1.08M 0.19%
42,627
+2,254
130
$1.08M 0.19%
12,553
+833
131
$1.07M 0.19%
9,464
+774
132
$1.07M 0.19%
1,578
-8
133
$1.04M 0.19%
+27,005
134
$1.04M 0.19%
62,176
+1,978
135
$1.04M 0.19%
3,661
+324
136
$1.04M 0.19%
9,178
-58
137
$1M 0.18%
55,044
-3,640
138
$995K 0.18%
8,763
+296
139
$985K 0.18%
11,769
-2,320
140
$983K 0.18%
8,700
-22
141
$971K 0.18%
3,298
-6
142
$968K 0.17%
9,128
-53
143
$957K 0.17%
2,673
144
$954K 0.17%
20,332
+1,889
145
$949K 0.17%
12,060
-998
146
$947K 0.17%
56,495
+5,165
147
$946K 0.17%
5,790
+556
148
$926K 0.17%
2,954
+378
149
$925K 0.17%
21,458
+90
150
$925K 0.17%
2,545
+67
4 5
6
7 8