AA
Axiom Advisory Portfolio holdings
AUM
$10.7B
1-Year Est. Return
25.51%
1 Year Est. Return
+25.51%
AUM
$10.7B
AUM Growth
+$1.52B
(+17%)
Holding
304
Top Buys
| 1 | +$355M | |
| 2 | +$229M | |
| 3 | +$204M | |
| 4 |
Vanguard Mid-Cap Growth ETF
VOT
|
+$72.7M |
| 5 |
Vanguard Value ETF
VTV
|
+$67M |
Top Sells
| 1 | +$46.5M | |
| 2 | +$31.1M | |
| 3 | +$27M | |
| 4 |
Intuit
INTU
|
+$18.2M |
| 5 |
Main Sector Rotation ETF
SECT
|
+$17.8M |
Sector Composition
| 1 | Technology | 5.76% |
| 2 | Communication Services | 2.52% |
| 3 | Consumer Discretionary | 0.73% |
| 4 | Financials | 0.44% |
| 5 | Energy | 0.41% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
301
Dollar Tree
DLTR
$20.2B
| – | – |
-1,764
|
|
||
302
SPDR Gold Trust
GLD
$140B
| – | – |
-3,723
|
|
||
303
Huntington Ingalls Industries
HII
$11.2B
| – | – |
-1,700
|
|
||
304
Lucid Diagnostics
LUCD
$127M
| – | – |
-14,958
|
|