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
176
$685K 0.12%
+27,005
177
$675K 0.12%
7,579
-30
178
$671K 0.12%
6,070
-184
179
$665K 0.12%
14,072
-760
180
$665K 0.12%
2,476
-56
181
$664K 0.12%
5,823
-6
182
$659K 0.12%
6,383
-13
183
$654K 0.12%
14,771
-5,750
184
$643K 0.12%
26,130
-1,695
185
$642K 0.12%
46,300
-6,637
186
$641K 0.12%
3,696
-39
187
$639K 0.12%
31,193
-74
188
$635K 0.11%
4,081
-50
189
$607K 0.11%
+38,000
190
$607K 0.11%
30,528
-21,043
191
$600K 0.11%
19,158
-113
192
$599K 0.11%
4,589
+11
193
$597K 0.11%
5,950
194
$591K 0.11%
9,927
-88
195
$589K 0.11%
11,294
-35
196
$585K 0.11%
5,784
-911
197
$584K 0.11%
5,633
-54
198
$580K 0.1%
4,305
-84
199
$578K 0.1%
3,088
-185
200
$572K 0.1%
18,837
+10,500
6 7
8
9 10