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
$56.5M
AUM Growth
-$13.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
158
New
Increased
Reduced
Closed

Top Buys

1
+$718K
2
+$652K
3
+$560K
4
MU icon
Micron Technology
MU
+$503K
5
WFC icon
Wells Fargo
WFC
+$449K

Top Sells

1
+$874K
2
+$755K
3
+$636K
4
AAPL icon
Apple
AAPL
+$618K
5
CVX icon
Chevron
CVX
+$483K

Sector Composition

1 Technology 35.93%
2 Communication Services 12.39%
3 Financials 10.93%
4 Consumer Discretionary 9.39%
5 Healthcare 8.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$4.45M 7.88%
28,188
+362
2
$3.53M 6.25%
55,568
-9,736
3
$2.39M 4.23%
52,542
+2,042
4
$2.18M 3.86%
22,460
+3,340
5
$2.16M 3.82%
12,911
+1,464
6
$2.15M 3.8%
37,000
+1,500
7
$1.7M 3.02%
40,500
+11,950
8
$1.43M 2.53%
4,486
-755
9
$1.26M 2.24%
7,849
-1,521
10
$1.15M 2.04%
9,325
-7,075
11
$1.12M 1.98%
6,006
+2,113
12
$1.06M 1.88%
9,403
+893
13
$1.03M 1.82%
31,862
+9,362
14
$961K 1.7%
10,400
+4,435
15
$860K 1.52%
10,500
+600
16
$812K 1.44%
5,182
-389
17
$807K 1.43%
8,949
-1,584
18
$798K 1.41%
4,105
+1,227
19
$783K 1.39%
3,032
-166
20
$765K 1.35%
24,086
+1,050
21
$728K 1.29%
12,540
+2,760
22
$718K 1.27%
+17,082
23
$652K 1.15%
+14,308
24
$640K 1.13%
1,700
+900
25
$597K 1.06%
4,567
-419
1
2 3 4 5