AIM

Axiom Investment Management Portfolio holdings

AUM $131M
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$131M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
386
New
Increased
Reduced
Closed

Top Buys

1 +$9.24M
2 +$7.61M
3 +$6.86M
4
MTB icon
M&T Bank
MTB
+$4M
5
XLU icon
State Street Utilities Select Sector SPDR ETF
XLU
+$3.75M

Top Sells

No sells this quarter

Sector Composition

1 Industrials 23.01%
2 Technology 17.28%
3 Financials 11.61%
4 Healthcare 8.43%
5 Energy 4.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
CB icon
151
Chubb
CB
$127B
$91.4K 0.07%
+280
AME icon
152
Ametek
AME
$51.9B
$90.9K 0.07%
+424
PLD icon
153
Prologis
PLD
$135B
$89.6K 0.07%
+678
LAZ icon
154
Lazard
LAZ
$4.56B
$89.2K 0.07%
+2,100
MDLZ icon
155
Mondelez International
MDLZ
$79.6B
$88.7K 0.07%
+1,538
STT icon
156
State Street
STT
$44.8B
$88.6K 0.07%
+700
TXN icon
157
Texas Instruments
TXN
$259B
$87.4K 0.07%
+450
EEM icon
158
iShares MSCI Emerging Markets ETF
EEM
$28.6B
$85.2K 0.06%
+1,500
BMY icon
159
Bristol-Myers Squibb
BMY
$117B
$84.1K 0.06%
+1,387
SHY icon
160
iShares 1-3 Year Treasury Bond ETF
SHY
$25.3B
$82.7K 0.06%
+1,001
MFG icon
161
Mizuho Financial
MFG
$116B
$82.1K 0.06%
+10,344
IBIT icon
162
iShares Bitcoin Trust
IBIT
$46.6B
$82K 0.06%
+2,135
COST icon
163
Costco
COST
$431B
$79.7K 0.06%
+80
GSK icon
164
GSK
GSK
$103B
$79.5K 0.06%
+1,440
SBUX icon
165
Starbucks
SBUX
$109B
$78K 0.06%
+871
ATHR
166
Aether Holdings
ATHR
$37.8M
$77.9K 0.06%
+33,135
IVV icon
167
iShares Core S&P 500 ETF
IVV
$833B
$77.7K 0.06%
+119
VTRS icon
168
Viatris
VTRS
$18.5B
$77.6K 0.06%
+5,745
QQQX icon
169
Nuveen NASDAQ 100 Dynamic Overwrite Fund
QQQX
$1.47B
$77.5K 0.06%
+2,909
SPGI icon
170
S&P Global
SPGI
$126B
$77K 0.06%
+181
RBA icon
171
RB Global
RBA
$19.5B
$76.4K 0.06%
+797
GEHC icon
172
GE HealthCare
GEHC
$29.4B
$76.3K 0.06%
+1,071
TROW icon
173
T. Rowe Price
TROW
$22.7B
$75.7K 0.06%
+840
MDT icon
174
Medtronic
MDT
$105B
$73.4K 0.06%
+847
URA icon
175
Global X Uranium ETF
URA
$6.29B
$72.6K 0.06%
+1,500