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
$554M
AUM Growth
+$27.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
482
New
Increased
Reduced
Closed

Top Buys

1
+$2.4M
2
+$1.64M
3
+$1.48M
4
LUV icon
Southwest Airlines
LUV
+$1.36M
5
BP icon
BP
BP
+$1.35M

Top Sells

1
+$1.19M
2
+$1.18M
3
+$1.14M
4
LHX icon
L3Harris
LHX
+$1.12M
5
AMZN icon
Amazon
AMZN
+$1.05M

Sector Composition

1 Technology 17.99%
2 Financials 15.62%
3 Healthcare 15.56%
4 Industrials 12.38%
5 Communication Services 8.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$911K 0.16%
16,962
-169
152
$907K 0.16%
8,075
+2,613
153
$896K 0.16%
9,805
-712
154
$890K 0.16%
823
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155
$883K 0.16%
6,607
-283
156
$858K 0.15%
23,364
+1,476
157
$856K 0.15%
25,706
-174
158
$844K 0.15%
8,127
+21
159
$837K 0.15%
205,800
-60,000
160
$811K 0.15%
13,911
+2,416
161
$802K 0.14%
16,983
+5,735
162
$791K 0.14%
5,394
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163
$780K 0.14%
2,856
+552
164
$780K 0.14%
6,160
-4,289
165
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15,264
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167
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17,206
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168
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11,849
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169
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170
$732K 0.13%
12,508
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171
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2,715
-2,400
172
$702K 0.13%
4,358
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173
$698K 0.13%
2,020
+77
174
$696K 0.13%
10,317
-335
175
$688K 0.12%
8,486
-15
5 6
7
8 9