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
201
– –
-5,130
202
– –
-7,514
203
– –
-2,690
204
– –
-6,313
205
– –
-2,232
206
– –
-7,583
207
– –
-990
208
– –
-1,389
209
– –
-1,163
210
– –
-2,608
211
– –
-5,663
212
– –
-10,000
213
– –
-9,350
214
– –
-1,992
215
– –
-1,679
216
– –
-3,056
217
– –
-17,906
218
– –
-12,453
219
– –
-9,172
220
– –
-800
221
– –
-700
222
– –
-4,084
223
– –
-3,788
224
– –
-24,954
225
– –
-16,604
6 7 8
9
10