AIM

Axiom Investment Management Portfolio holdings

AUM $38.4M
1-Year Est. Return 6.79%
This Fund
S&P 500
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
+$820K
2
+$588K
3
+$461K
4
GS icon
Goldman Sachs
GS
+$407K
5
TTD icon
Trade Desk
TTD
+$388K

Top Sells

1
+$1.09M
2
+$1.01M
3
+$740K
4
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$679K
5
ADBE icon
Adobe
ADBE
+$558K

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
126
$11K 0.01%
200
127
$5K 0.01%
32
128
$5K 0.01%
103
129
$5K 0.01%
209
130
$4K ﹤0.01%
100
131
$3K ﹤0.01%
110
132
$1K ﹤0.01%
21
133
$0 ﹤0.01%
8
134
$0 ﹤0.01%
16
135
– –
-1,500
136
– –
-40,600
137
– –
-657
138
– –
-15,000
139
– –
-1,000
140
– –
-25,000
141
– –
-12,250
142
– –
-3,000
143
– –
-6,689
2 3 4 5
6