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
201
$572K 0.1%
3,461
+85
202
$570K 0.1%
18,150
+2,150
203
$564K 0.1%
5,235
-50
204
$559K 0.1%
3,799
-61
205
$555K 0.1%
4,991
+292
206
$552K 0.1%
15,337
-2,479
207
$551K 0.1%
16,571
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208
$541K 0.1%
6,497
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209
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9,726
-176
210
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7,392
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211
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14,410
-8,500
212
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12,333
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213
$526K 0.09%
7,419
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214
$524K 0.09%
2,694
-10
215
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216
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217
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218
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219
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220
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8,245
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221
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17,261
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222
$491K 0.09%
7,251
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223
$481K 0.09%
4,753
-210
224
$473K 0.09%
4,121
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225
$472K 0.09%
12,184
-10
7 8
9
10 11