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 18%
2 Financials 15.62%
3 Healthcare 15.55%
4 Industrials 12.38%
5 Communication Services 8.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$23.3M 4.2%
174,893
+3,385
2
$23.2M 4.18%
467,548
-6,860
3
$13.3M 2.41%
36,584
-2,533
4
$11.4M 2.05%
101,705
-1,720
5
$9.77M 1.76%
238,146
-2,524
6
$9.75M 1.76%
127,212
-1,345
7
$9.51M 1.72%
118,801
+616
8
$9.14M 1.65%
65,452
-8,414
9
$8.78M 1.58%
301,600
-20,839
10
$8.25M 1.49%
325,258
+11,414
11
$8.22M 1.48%
178,676
-686
12
$7.97M 1.44%
166,055
-20,944
13
$7.32M 1.32%
37,954
+3,176
14
$6.9M 1.24%
55,567
+908
15
$6.48M 1.17%
118,486
-2,307
16
$6.42M 1.16%
36,817
+13,776
17
$6.36M 1.15%
140,000
-518
18
$6.09M 1.1%
43,664
+418
19
$6.04M 1.09%
111,920
+8,160
20
$5.99M 1.08%
117,928
+26,707
21
$5.7M 1.03%
33,622
-290
22
$5.26M 0.95%
124,608
+31,126
23
$5.24M 0.95%
30,221
+1,326
24
$4.96M 0.89%
45,164
-1,132
25
$4.77M 0.86%
58,197
+829
1
2 3 4 5