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
$88.3M
AUM Growth
+$12.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
143
New
Increased
Reduced
Closed

Top Buys

1
+$796K
2
+$566K
3
+$459K
4
TTD icon
Trade Desk
TTD
+$442K
5
GS icon
Goldman Sachs
GS
+$402K

Top Sells

1
+$1.09M
2
+$1.01M
3
+$859K
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$685K
5
ADBE icon
Adobe
ADBE
+$589K

Sector Composition

1 Technology 38.55%
2 Communication Services 14.37%
3 Consumer Discretionary 10.18%
4 Healthcare 7.73%
5 Financials 6.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$4.92M 5.57%
42,558
-3,546
2
$4.81M 5.44%
22,879
-4,788
3
$4.66M 5.28%
56,859
+3,475
4
$3.53M 3.99%
48,100
+7,720
5
$3.46M 3.92%
22,060
+540
6
$2.97M 3.36%
11,353
+100
7
$2.69M 3.05%
57,284
+16,934
8
$2.5M 2.83%
10,500
9
$2.44M 2.77%
29,600
10
$2.17M 2.46%
10,100
11
$2.16M 2.44%
28,000
12
$2.04M 2.31%
14,295
-300
13
$1.85M 2.09%
3,769
-1,200
14
$1.84M 2.08%
9,775
-1,100
15
$1.48M 1.67%
109,200
-63,600
16
$1.33M 1.51%
6,668
-730
17
$1.25M 1.41%
4,240
+166
18
$1.12M 1.26%
4,890
+4
19
$1.11M 1.26%
4,582
+32
20
$1.1M 1.25%
2,200
+150
21
$1.07M 1.21%
7,800
+965
22
$1.02M 1.16%
3,041
-195
23
$1.02M 1.15%
10,000
24
$1.01M 1.14%
8,704
-10
25
$1.01M 1.14%
75,000
1
2 3 4 5