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
$50M
AUM Growth
+$15.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
490
New
Increased
Reduced
Closed

Top Buys

1
+$3.09M
2
+$3.05M
3
+$897K
4
SH icon
ProShares Short S&P500
SH
+$855K
5
DOG icon
ProShares Short Dow30
DOG
+$382K

Top Sells

1
+$587K
2
+$507K
3
+$388K
4
QCOM icon
Qualcomm
QCOM
+$343K
5
PSQ icon
ProShares Short QQQ
PSQ
+$300K

Sector Composition

1 Financials 25.05%
2 Technology 10.91%
3 Healthcare 10.84%
4 Industrials 8.46%
5 Consumer Discretionary 4.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
BAC icon
1
Bank of America
BAC
$376B
$3.46M 6.92%
114,718
+100,933
PNC icon
2
PNC Financial Services
PNC
$70.4B
$3.09M 6.18%
+20,705
PWR icon
3
Quanta Services
PWR
$64.6B
$2.18M 4.35%
17,083
+10
SH icon
4
ProShares Short S&P500
SH
$1.2B
$1.82M 3.64%
26,376
+12,376
GLD icon
5
SPDR Gold Trust
GLD
$135B
$1.78M 3.56%
11,520
+125
AAPL icon
6
Apple
AAPL
$3.74T
$1.54M 3.09%
11,166
PSQ icon
7
ProShares Short QQQ
PSQ
$529M
$1.11M 2.22%
14,867
-4,019
GOOGL icon
8
Alphabet (Google) Class A
GOOGL
$3.06T
$1.01M 2.01%
10,538
-242
ABBV icon
9
AbbVie
ABBV
$406B
$988K 1.97%
7,363
+23
KKR icon
10
KKR & Co
KKR
$105B
$968K 1.93%
22,491
+62
SPXU icon
11
ProShares UltraPro Short S&P 500
SPXU
$553M
$897K 1.79%
+8,000
AMZN icon
12
Amazon
AMZN
$2.27T
$809K 1.62%
7,138
+2,582
GS icon
13
Goldman Sachs
GS
$232B
$754K 1.51%
2,573
+73
MUB icon
14
iShares National Muni Bond ETF
MUB
$40.3B
$729K 1.46%
7,094
-542
MSFT icon
15
Microsoft
MSFT
$3.82T
$712K 1.42%
3,063
+2
GILD icon
16
Gilead Sciences
GILD
$152B
$679K 1.36%
11,014
-2,249
NEE icon
17
NextEra Energy
NEE
$174B
$673K 1.35%
8,578
DVN icon
18
Devon Energy
DVN
$20.1B
$607K 1.21%
10,084
+30
VICI icon
19
VICI Properties
VICI
$32.9B
$597K 1.19%
20,000
BX icon
20
Blackstone
BX
$122B
$594K 1.19%
7,088
REGN icon
21
Regeneron Pharmaceuticals
REGN
$61.3B
$551K 1.1%
800
AGG icon
22
iShares Core US Aggregate Bond ETF
AGG
$133B
$540K 1.08%
5,613
-232
PLD icon
23
Prologis
PLD
$115B
$539K 1.08%
5,328
-463
IVV icon
24
iShares Core S&P 500 ETF
IVV
$660B
$533K 1.07%
1,486
-111
UL icon
25
Unilever
UL
$155B
$476K 0.95%
10,824
+85
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