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
$103M
AUM Growth
+$3.69M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
162
New
Increased
Reduced
Closed

Top Buys

1
+$1.48M
2
+$809K
3
+$673K
4
AMZN icon
Amazon
AMZN
+$558K
5
ILMN icon
Illumina
ILMN
+$529K

Top Sells

1
+$2.29M
2
+$1.23M
3
+$1.14M
4
GILD icon
Gilead Sciences
GILD
+$682K
5
XLF icon
State Street Financial Select Sector SPDR ETF
XLF
+$644K

Sector Composition

1 Technology 34.54%
2 Healthcare 14.3%
3 Communication Services 10.24%
4 Financials 8.86%
5 Consumer Discretionary 6.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$44K 0.04%
13,600
127
$42K 0.04%
500
128
$40K 0.04%
250
129
$31K 0.03%
500
130
$25K 0.02%
+225
131
$11K 0.01%
160
132
$8K 0.01%
209
133
$4K ﹤0.01%
110
134
$3K ﹤0.01%
39
-64
135
$3K ﹤0.01%
100
136
$1K ﹤0.01%
21
137
– –
-6,671
138
– –
-2,190
139
$0 ﹤0.01%
16
140
– –
-1,555
141
– –
-1,800
142
– –
-10,750
143
– –
-2,222
144
– –
-4,000
145
– –
-17,050
146
– –
-200
147
– –
-40,000
148
– –
-10,800
149
– –
-2,827
150
– –
-3,251
3 4 5
6
7