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
$75.6M
AUM Growth
+$19.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
144
New
Increased
Reduced
Closed

Top Buys

1
+$1.18M
2
+$1.15M
3
+$1.09M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$1.04M
5
CRWD icon
CrowdStrike
CRWD
+$686K

Top Sells

1
+$1.06M
2
+$861K
3
+$560K
4
GDS icon
GDS Holdings
GDS
+$464K
5
WFC icon
Wells Fargo
WFC
+$449K

Sector Composition

1 Technology 35.64%
2 Communication Services 13.48%
3 Consumer Discretionary 9.73%
4 Financials 8.4%
5 Healthcare 7.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$5.63M 7.45%
27,667
-521
2
$4.2M 5.55%
46,104
-9,464
3
$2.98M 3.94%
21,520
-940
4
$2.87M 3.79%
40,380
+3,380
5
$2.81M 3.71%
53,384
+842
6
$2.55M 3.38%
11,253
-1,658
7
$2.17M 2.87%
4,969
+483
8
$2.08M 2.75%
40,350
-150
9
$1.85M 2.45%
10,875
+1,550
10
$1.74M 2.3%
10,100
-300
11
$1.64M 2.17%
172,800
+121,200
12
$1.46M 1.93%
10,500
13
$1.43M 1.89%
7,398
-451
14
$1.41M 1.86%
29,600
-2,262
15
$1.18M 1.55%
+4,550
16
$1.14M 1.51%
22,319
+5,237
17
$1.09M 1.44%
+40,600
18
$1.05M 1.39%
14,595
+300
19
$1.04M 1.37%
+3,369
20
$1.01M 1.33%
8,714
-689
21
$1M 1.33%
3,236
+204
22
$984K 1.3%
4,886
-296
23
$974K 1.29%
9,917
+5,286
24
$939K 1.24%
2,050
+350
25
$879K 1.16%
4,074
-31
1
2 3 4 5