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
$474M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
352
New
Increased
Reduced
Closed

Top Buys

1
+$18.7M
2
+$18.2M
3
+$13.3M
4
PFE icon
Pfizer
PFE
+$10M
5
IDA icon
Idacorp
IDA
+$9.86M

Top Sells

No sells this quarter

Sector Composition

1 Healthcare 17.38%
2 Technology 16.74%
3 Financials 15.65%
4 Industrials 11.67%
5 Communication Services 7.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$731K 0.15%
+5,444
152
$729K 0.15%
+6,398
153
$722K 0.15%
+20,418
154
$690K 0.15%
+22,233
155
$677K 0.14%
+14,122
156
$670K 0.14%
+1,075
157
$656K 0.14%
+8,078
158
$653K 0.14%
+10,932
159
$633K 0.13%
+2,715
160
$631K 0.13%
+12,075
161
$623K 0.13%
+10,629
162
$592K 0.12%
+5,106
163
$577K 0.12%
+7,763
164
$575K 0.12%
+15,159
165
$571K 0.12%
+7,087
166
$566K 0.12%
+2,462
167
$565K 0.12%
+6,180
168
$564K 0.12%
+47,280
169
$554K 0.12%
+12,769
170
$553K 0.12%
+6,692
171
$548K 0.12%
+5,705
172
$546K 0.12%
+5,942
173
$545K 0.11%
+7,573
174
$543K 0.11%
+13,712
175
$543K 0.11%
+8,659
5 6
7
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