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
176
– –
-5,795
177
– –
-117
178
– –
-400
179
– –
-5,641
180
– –
-21
181
– –
-40,535
182
– –
-70
183
– –
-11,236
184
– –
-2,790
185
– –
-12,609
186
– –
-100
187
– –
-7,071
188
– –
-1,476
189
– –
-1,110
190
– –
-100
191
– –
-21,052
192
– –
-2,015
193
– –
-21,277
194
– –
-4,075
195
– –
-1,871
196
– –
-9,032
197
– –
-2,403
198
– –
-1,360
199
– –
-36,262
200
– –
-14,570
6 7
8
9 10