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
$99.5M
AUM Growth
-$29.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
175
New
Increased
Reduced
Closed

Top Buys

1
+$1.18M
2
+$868K
3
+$641K
4
NVDA icon
NVIDIA
NVDA
+$640K
5
SH icon
ProShares Short S&P500
SH
+$603K

Top Sells

1
+$6.31M
2
+$2.06M
3
+$1.61M
4
CRWD icon
CrowdStrike
CRWD
+$1.51M
5
META icon
Meta Platforms (Facebook)
META
+$1.43M

Sector Composition

1 Technology 33.65%
2 Healthcare 16%
3 Communication Services 10.94%
4 Financials 7.93%
5 Consumer Discretionary 6.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$42K 0.04%
250
127
$37K 0.04%
500
128
$37K 0.04%
500
129
$27K 0.03%
+2,000
130
$20K 0.02%
200
-600
131
$10K 0.01%
160
132
$8K 0.01%
103
133
$8K 0.01%
209
134
$4K ﹤0.01%
100
135
$4K ﹤0.01%
110
136
$1K ﹤0.01%
21
137
– –
-2,273
138
– –
-9,071
139
$0 ﹤0.01%
8
140
$0 ﹤0.01%
16
141
– –
-6,865
142
– –
-1,146
143
– –
-8,000
144
– –
-4,625
145
– –
-9,080
146
– –
-2,500
147
– –
-3,176
148
– –
-2,400
149
– –
-450
150
– –
-1,626
3 4 5
6
7