AIM

Axiom Investment Management Portfolio holdings

AUM $131M
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
–
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
+$3.37M
2
+$3.35M
3
+$775K
4
SPXU icon
ProShares UltraPro Short S&P 500
SPXU
+$686K
5
IBM icon
IBM
IBM
+$413K

Top Sells

1
+$667K
2
+$558K
3
+$487K
4
QCOM icon
Qualcomm
QCOM
+$412K
5
CSX icon
CSX Corp
CSX
+$347K

Sector Composition

1 Financials 25.05%
2 Technology 10.96%
3 Healthcare 10.83%
4 Industrials 8.46%
5 Consumer Discretionary 4.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$3.46M 6.92%
114,718
+100,933
2
$3.09M 6.18%
+20,705
3
$2.18M 4.35%
17,083
+10
4
$1.82M 3.64%
26,376
+12,376
5
$1.78M 3.56%
11,520
+125
6
$1.54M 3.09%
11,166
7
$1.11M 2.22%
14,867
-4,019
8
$1.01M 2.01%
10,538
-242
9
$988K 1.97%
7,363
+23
10
$968K 1.93%
22,491
+62
11
$897K 1.79%
+2,000
12
$809K 1.62%
7,138
+2,582
13
$754K 1.51%
2,573
+73
14
$729K 1.46%
7,094
-542
15
$712K 1.42%
3,063
+2
16
$679K 1.36%
11,014
-2,249
17
$673K 1.35%
8,578
18
$607K 1.21%
10,084
+30
19
$597K 1.19%
20,000
20
$594K 1.19%
7,088
21
$551K 1.1%
800
22
$540K 1.08%
5,613
-232
23
$539K 1.08%
5,328
-463
24
$533K 1.07%
1,486
-111
25
$476K 0.95%
9,621
+75
1
2 3 4 5