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
$56.5M
AUM Growth
-$13.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
158
New
Increased
Reduced
Closed

Top Buys

1
+$1.15M
2
+$791K
3
+$713K
4
WFC icon
Wells Fargo
WFC
+$666K
5
MU icon
Micron Technology
MU
+$621K

Top Sells

1
+$981K
2
+$755K
3
+$716K
4
DIS icon
Walt Disney
DIS
+$636K
5
CVX icon
Chevron
CVX
+$483K

Sector Composition

1 Technology 35.93%
2 Communication Services 12.39%
3 Financials 10.93%
4 Consumer Discretionary 9.39%
5 Healthcare 8.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
– –
-5,430
152
– –
-4,500
153
– –
-2,000
154
– –
-6,200
155
– –
-2,344
156
– –
-998
157
– –
-5,547
158
– –
-50
3 4 5 6
7