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
$69.7M
AUM Growth
-$61.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
231
New
Increased
Reduced
Closed

Top Buys

1
+$940K
2
+$606K
3
+$413K
4
REAL icon
The RealReal
REAL
+$412K
5
QQQ icon
Invesco QQQ Trust
QQQ
+$400K

Top Sells

1
+$3.99M
2
+$3.37M
3
+$3.03M
4
BAC icon
Bank of America
BAC
+$2.26M
5
T icon
AT&T
T
+$2.19M

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
– –
-1,110
202
– –
-100
203
– –
-21,052
204
– –
-2,015
205
– –
-21,277
206
– –
-4,075
207
– –
-7,583
208
– –
-990
209
– –
-1,000
210
– –
-1,389
211
– –
-15,798
212
– –
-1,163
213
– –
-2,608
214
– –
-5,663
215
– –
-10,000
216
– –
-9,350
217
– –
-1,992
218
– –
-907
219
– –
-1,679
220
– –
-3,056
221
– –
-17,906
222
– –
-12,453
223
– –
-9,172
224
– –
-1,600
225
– –
-700
6 7 8
9
10