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
$46M
AUM Growth
-$57.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
156
New
Increased
Reduced
Closed

Top Buys

1
+$1.41M
2
+$658K
3
+$574K
4
VICI icon
VICI Properties
VICI
+$569K
5
SPG icon
Simon Property Group
SPG
+$526K

Top Sells

1
+$7.97M
2
+$4.18M
3
+$3.88M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$2.93M
5
AAPL icon
Apple
AAPL
+$2.73M

Sector Composition

1 Healthcare 19.86%
2 Technology 16.61%
3 Financials 13.34%
4 Industrials 12.02%
5 Communication Services 6.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$3.49M 7.59%
58,708
-4,063
2
$2.25M 4.88%
17,064
+10
3
$2.07M 4.5%
11,465
-1,400
4
$2.03M 4.41%
11,669
-15,721
5
$1.9M 4.13%
13,640
-21,080
6
$1.41M 3.06%
+25,000
7
$1.31M 2.84%
22,369
-479
8
$1.25M 2.72%
4,056
-13,568
9
$1.19M 2.58%
7,319
-410
10
$927K 2.02%
17,944
-1,952
11
$898K 1.95%
7,088
12
$882K 1.92%
5,466
-4
13
$864K 1.88%
15,176
-8,371
14
$825K 1.79%
2,500
+1,500
15
$803K 1.75%
29,330
-54,410
16
$796K 1.73%
7,256
+1,037
17
$750K 1.63%
14,000
+480
18
$736K 1.6%
7,400
+3,526
19
$727K 1.58%
8,578
-1,133
20
$724K 1.57%
1,597
-184
21
$658K 1.43%
+12,927
22
$612K 1.33%
14,872
-4,080
23
$596K 1.3%
5,571
+664
24
$574K 1.25%
+15,290
25
$569K 1.24%
+20,000
1
2 3 4 5