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
$69.7M
AUM Growth
-$61.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
231
New
Increased
Reduced
Closed

Top Buys

1
+$937K
2
+$682K
3
+$481K
4
QQQ icon
Invesco QQQ Trust
QQQ
+$422K
5
URI icon
United Rentals
URI
+$417K

Top Sells

1
+$4.29M
2
+$3.84M
3
+$3.03M
4
BAC icon
Bank of America
BAC
+$2.48M
5
T icon
AT&T
T
+$2.25M

Sector Composition

1 Technology 29.09%
2 Communication Services 11.65%
3 Financials 9.1%
4 Healthcare 9.09%
5 Consumer Discretionary 8.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
– –
-1,940
152
– –
-1,993
153
– –
-10,310
154
– –
-1,136
155
– –
-14,384
156
– –
-7,957
157
$0 ﹤0.01%
8
158
$0 ﹤0.01%
16
-1
159
– –
-4,666
160
– –
-1,294
161
– –
-251
162
– –
-37,197
163
– –
-2,543
164
– –
-2,512
165
– –
-10,243
166
– –
-33,904
167
– –
-32,900
168
– –
-1,600
169
– –
-24,777
170
– –
-9,472
171
– –
-4,134
172
– –
-2,588
173
– –
-2,970
174
– –
-4,783
175
– –
-22
5 6
7
8 9