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
$99.5M
AUM Growth
-$29.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
175
New
Increased
Reduced
Closed

Top Buys

1
+$1.18M
2
+$868K
3
+$641K
4
NVDA icon
NVIDIA
NVDA
+$640K
5
SH icon
ProShares Short S&P500
SH
+$603K

Top Sells

1
+$6.31M
2
+$2.06M
3
+$1.61M
4
CRWD icon
CrowdStrike
CRWD
+$1.51M
5
META icon
Meta Platforms (Facebook)
META
+$1.43M

Sector Composition

1 Technology 33.65%
2 Healthcare 16%
3 Communication Services 10.94%
4 Financials 7.93%
5 Consumer Discretionary 6.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$8.7M 8.75%
122,558
-1,209
2
$5.23M 5.26%
18,562
-3,604
3
$5.08M 5.1%
72,677
+2,337
4
$4.89M 4.92%
34,597
-2,599
5
$4.71M 4.73%
35,260
-12,060
6
$3.82M 3.84%
23,200
-1,020
7
$2.9M 2.92%
28,225
-61,294
8
$2.44M 2.45%
14,865
+2,000
9
$2.07M 2.08%
100,280
+31,040
10
$2.05M 2.06%
6,040
-4,211
11
$1.94M 1.95%
17,044
+11
12
$1.67M 1.68%
2,900
-35
13
$1.59M 1.6%
2,596
+365
14
$1.5M 1.51%
31,163
+500
15
$1.43M 1.43%
12,786
-2,611
16
$1.39M 1.4%
22,807
+47
17
$1.28M 1.29%
10,000
18
$1.27M 1.28%
29,431
-2,973
19
$1.24M 1.25%
4,279
+2
20
$1.18M 1.19%
+19,977
21
$1.18M 1.19%
42,800
-1,700
22
$1.18M 1.18%
8,820
-1,040
23
$1.06M 1.07%
4,500
+30
24
$912K 0.92%
8,454
+26
25
$893K 0.9%
5,470
-1,807
1
2 3 4 5