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
1
$4.79M 6.87%
65,304
-52,388
2
$4.4M 6.31%
27,826
-27,155
3
$2.38M 3.41%
35,500
-10,300
4
$2.35M 3.38%
11,447
-1,538
5
$2.32M 3.32%
50,500
-9,987
6
$2.29M 3.28%
16,400
-700
7
$1.77M 2.53%
9,370
-2,684
8
$1.76M 2.52%
19,120
-9,500
9
$1.73M 2.48%
5,241
-730
10
$1.54M 2.2%
28,550
+12,681
11
$1.47M 2.11%
10,533
-9,307
12
$1.03M 1.48%
3,198
+24
13
$1.01M 1.45%
5,571
-94
14
$1M 1.44%
63,964
+407
15
$969K 1.39%
8,510
-961
16
$942K 1.35%
9,900
+2,200
17
$937K 1.34%
+23,036
18
$884K 1.27%
9,327
+723
19
$850K 1.22%
3,893
+616
20
$787K 1.13%
22,198
-70,002
21
$755K 1.08%
2,346
-184
22
$754K 1.08%
8,702
-23,097
23
$725K 1.04%
4,986
-6,644
24
$676K 0.97%
11,562
+1,975
25
$652K 0.93%
9,780
-2,640
1
2 3 4 5