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
$69.7M
AUM Growth
-$61.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
231
New
Increased
Reduced
Closed

Top Buys

1
+$937K
2
+$682K
3
+$481K
4
QQQ icon
Invesco QQQ Trust
QQQ
+$422K
5
URI icon
United Rentals
URI
+$417K

Top Sells

1
+$4.29M
2
+$3.84M
3
+$3.03M
4
BAC icon
Bank of America
BAC
+$2.48M
5
T icon
AT&T
T
+$2.25M

Sector Composition

1 Technology 29.09%
2 Communication Services 11.65%
3 Financials 9.1%
4 Healthcare 9.09%
5 Consumer Discretionary 8.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$20K 0.03%
+450
127
$20K 0.03%
1,360
128
$14K 0.02%
200
129
$13K 0.02%
348
-1,373
130
$10K 0.01%
89
131
$5K 0.01%
32
-10
132
$5K 0.01%
103
133
$4K 0.01%
112
-8
134
$1K ﹤0.01%
21
-1
135
$1K ﹤0.01%
50
136
– –
-3,056
137
– –
-17,906
138
– –
-12,453
139
– –
-9,172
140
– –
-1,600
141
– –
-700
142
– –
-4,084
143
– –
-3,788
144
– –
-24,954
145
– –
-16,604
146
– –
-2,404
147
– –
-3,736
148
– –
-17,000
149
– –
-9,450
150
– –
-1,911
4 5
6
7 8